Mike Kelly Email & Phone Number | Financial services professional with extensive experience in brokerage technology ,client management and operations within RIA, Broker Dealer and Equity compensation arenas. Specialties: Project Management, Problem and Conflict Resolution, Negotiation, Equity Compensation, Brokerage Operations, Relationship Management, Product Management, Product Deployment, Process Improvement, Procedure Development

Mike Kelly

Financial services professional with extensive experience in brokerage technology ,client management...
Greater Boston, Greater Boston, United States

*50 free lookup(s) per month.

Mike Kelly’s Phone Numbers

Get MIKE’s Phone Number (For Free)

Social Media

Mike Kelly’s Location Greater Boston, Greater Boston, United States

Mike Kelly’s Current Industry Boston Mutual Life Insurance

Mike Kelly’s Prior Industry Advisor360 | Fidelity Investments | Financial Compass | Codman And Shurtleff

Find accurate emails & phone numbers for over 700M professionals.

Product Manager

2022-02-01 00:00:00 - Present

Implementation Lead

2021-07-01 00:00:00 - 2022-02-01 00:00:00

Service Director Fidelity Managed Account Xchange

2019-10-01 00:00:00 - 2021-06-01 00:00:00

Practice Manager

2015-06-01 00:00:00 - 2015-08-01 00:00:00

National Accounts Analyst

2009-04-01 00:00:00 - 2012-01-01 00:00:00

No Skills Available

No Languages Available

Mike Kelly is a Financial services professional with extensive experience in brokerage technology ,client management and operations within RIA, Broker Dealer and Equity compensation arenas. Specialties: Project Management, Problem and Conflict Resolution, Negotiation, Equity Compensation, Brokerage Operations, Relationship Management, Product Management, Product Deployment, Process Improvement, Procedure Development

Mike Kelly has prior
experience in the following industries:
Advisor360 | Fidelity Investments | Financial Compass | Codman And Shurtleff

Mike Kelly has the following professional experience:
Boston Mutual Life Insurance | Advisor360 | Fidelity Investments | Financial Compass | Codman And Shurtleff