Raymond J. Kelly
Field Manager Financial Advisor
- Role
- Investment Advisor at CNO Financial Group
- Location
- Dover, DE, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Raymond J. Kelly
With over seven years at Banker’s Life as a Field Manager and Investment Advisor, I…
Experience
Investment Advisor
Sep 2018 — Present · Newark, DE, US
Education
The Wharton School
CIMA
Pennsylvania State University
Liberal Arts
1992 — 1997
Skills
- Business Development
- Securities
- Performance Management
- Financial Services
- Asset Allocation
- Mutual Funds
- Finance
- Investment Strategies
- Alternative Investments
- Separately Managed Accounts
- Sales Management
- Sales
- Management
- Investments
- Strategic Financial Planning
- Financial Planning
- Financial Advisory
- Series 7
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