Michael J. Kelley
Relationship Executive at Vanguard
- Role
- Relationship Executive at Vanguard
- Location
- Wayne, PA, US
- LinkedIn followers
- 500 followers
Sales & Business DevelopmentView LinkedIn profile
Experience
Relationship Executive
Jan 2015 — Present
Education
Towson University
Bachelor of Science (BS), Business Administration, Finance
1989 — 1993
Loyola University Maryland
Master of Business Administration (M.B.A.)
1995 — 1997
Skills
- Mutual Funds
- Series 63
- Portfolio Management
- Relationship Management
- Investments
- Wealth Management
- Strategic Planning
- Asset Allocation
- Series 7
- Financial Services
- Finance
- 401k
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