Alex Kellison Email and Phone Number
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Alex Kellison is a President and Principal at Heritage Capital Group at Heritage Capital Group. He possess expertise in financial analysis, portfolio management, financial modeling, finance, investments and 15 more skills.
Heritage Capital Group
View- Website:
- heritagecapitalgroup.com
- Employees:
- 28
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PresidentHeritage Capital Group Jan 2024 - PresentJacksonville, Florida, United States
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PrincipalHeritage Capital Group Jan 2021 - PresentJacksonville, Florida, United States
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Director Of Investment Banking ServicesHeritage Capital Group Jul 2018 - Jan 2021Jacksonville, Florida Area
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Investment Banking AnalystHeritage Capital Group Feb 2014 - Jan 2021Jacksonville, Florida- Work with investment bankers and business owners in buy side and sell side M&A transactions- Provide strategic consulting to business owners- Build financial models to assess business value- Generate pitch books and other marketing materials- Assist in due diligence and negotiation
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Portfolio Manager / Financial AdvisorMorgan Stanley Wealth Management Mar 2010 - Jan 2014Jacksonville, Florida- Part of a portfolio management team with approximately $350 million in assets under management- Responsible for idea generation and general portfolio management, reporting, and tracking- Executed trades on a discretionary basis- Managed fixed income, equity, and alternative investment portfolios- Outperformed benchmarks for various portfolios under management -
AuditorFidelity National Financial Jul 2009 - Mar 2010Jacksonville, Florida- Audited the financial statements and closing documents of over 3,000 title agents in the Pacific Northwest region- Researched discrepancies and worked with title agents to maintain compliance - Helped to form standards for a newly-created audit group headquartered in Jacksonville, Florida
Alex Kellison Skills
Alex Kellison Education Details
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Accounting And Finance -
Finance, Investments
Frequently Asked Questions about Alex Kellison
What company does Alex Kellison work for?
Alex Kellison works for Heritage Capital Group
What is Alex Kellison's role at the current company?
Alex Kellison's current role is President and Principal at Heritage Capital Group.
What is Alex Kellison's email address?
Alex Kellison's email address is al****@****ail.com
What is Alex Kellison's direct phone number?
Alex Kellison's direct phone number is +194150*****
What schools did Alex Kellison attend?
Alex Kellison attended Jacksonville University, University Of North Florida.
What skills is Alex Kellison known for?
Alex Kellison has skills like Financial Analysis, Portfolio Management, Financial Modeling, Finance, Investments, Valuation, Bloomberg Terminal, Morningstar, Investment Banking, Financial Reporting, Powerpoint, Equities.
Who are Alex Kellison's colleagues?
Alex Kellison's colleagues are Bill Skinner, Stan Baucum, Logan Brannen, Sarah Miller, Serxhi Hyska, John Pregulman, Mac Holley.
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