William Kelleher
Incoming Cra, Client Service @Fidelity Investments
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WORK HISTORY
Incoming Cra, Client Service @Fidelity Investments
EDUCATION
University of Vermont
Bachelor's degree, Business Administration
ABOUT WILLIAM KELLEHER
Versatile business and operations professional with a background in retail leadership, asset management, real estate analysis, and maritime operations. Experienced Assistant Manager and sales professional with a proven ability to lead teams, manage inventory and scheduling, and deliver high-quality customer service in performance-driven retail environments. Brings analytical experience from asset management and international real estate internships, supporting data-driven decision-making and client-focused strategies. USCG Limited Master–licensed maritime professional and experienced sailing coach with a strong record of leadership, safety oversight, and program execution. Known for adaptability, clear communication, and the ability to perform in both customer-facing and operational roles.
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