Scott Kelly

President - Legacy Wealth Partners

Role
President at Legacy Wealth Partners Rj
Location
Seattle, WA, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Scott Kelly

Scott is a proactive planner and investment manager, putting his experience and heart…

Experience

  1. President

    Legacy Wealth Partners Rj

    Jan 2024 — Present · Bothell, WA, US

    Securities offered through Raymond James Financial Services, Inc, member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Legacy Wealth Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.

Education

  • University of Puget Sound

    Bachelor of Arts, Business Administration, Marketing

    1987 — 1991

  • Grant High School

    Business, Management, Marketing, and Related Support Services

    1983 — 1987

Skills

  • Financial Advisory
  • Online Advertising
  • Digital Signage
  • Sales Process
  • Business Analytics
  • Project Portfolio Management
  • Product Management
  • Strategic Partnerships
  • Equities
  • Marketing Strategy
  • Partner Management
  • Analytics
  • Retirement Planning
  • Internal Communications
  • Mobile Marketing
  • 401k Planning
  • Etfs
  • Enterprise Software
  • Salesforce.com
  • Contact Center Consulting
  • Call Centers
  • Business Development
  • Digital Marketing
  • Dashboards
  • Email Marketing
  • Software Industry
  • Marketing
  • Telecommunications
  • Cloud Computing
  • Contact Center Strategy
  • Employee Engagement
  • New Business Development
  • Consulting
  • Selling
  • Start-Ups
  • Securities
  • Saas
  • Leadership
  • Investments
  • Kpi Dashboards

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Scott Kelly — President at Legacy Wealth Partners Rj in Seattle, WA, US | Unifers