Registered Wealth Management Client Associate
Current
Aug 2022 - Present
AeroLeads people directory · profile
Jack Kelly, Cfp® Email & Phone Number
Registered Wealth Management Client Associate
at
Merrill Lynch
1 work email found
@bnymellon.com
1 phone found area 858
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Registered Wealth Management Client Associate
Location
Pittsburgh, Pennsylvania, United States
Who is Jack Kelly, Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Jack Kelly, Cfp® is listed as Registered Wealth Management Client Associate at Merrill Lynch, based in Pittsburgh, Pennsylvania, United States. AeroLeads shows a work email signal at bnymellon.com, phone signal with area code 858, and a matched LinkedIn profile for Jack Kelly, Cfp®.
Jack Kelly, Cfp® previously worked as Senior Analyst at Bny Mellon and Operations Analyst - Global Portfolio Services Team at Bny Mellon. Jack Kelly, Cfp® holds Bachelor'S Degree, Accounting And Finance from Duquesne University.
Company email context
Email format at Merrill Lynch
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*@bnymellon.com
68% confidence
AeroLeads found 1 current-domain work email signal for Jack Kelly, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Jack Kelly, Cfp®
Jack Kelly, Cfp® is a Registered Wealth Management Client Associate at Merrill Lynch. He possess expertise in full uk driving licence, camera operating, camera assistant, boom operating, ushering and 19 more skills.
Listed skills include Full Uk Driving Licence, Camera Operating, Camera Assistant, Boom Operating, and 20 others.
Current workplace
Jack Kelly, Cfp®'s current company
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3 roles
Jack Kelly, Cfp® work experience
A career timeline built from the work history available for this profile.
Senior Analyst
Recognize, research, and process high-level mandatory and voluntary corporate actionevents.Manage high levels of risk and liability in the various functions of transactions.Research and respond to inquiries from internal business groups, depositories, agents,brokers, clients, Investment Managers, sub custodians and/or custodians.
Dec 2021 - Jul 2022
Operations Analyst - Global Portfolio Services Team
Manage approximately 300 physically held Private Placement securities.Lead the expansion of Private Placements by training 6 new hires.Developed a PowerBi Dashboard enabling managers to analyze over 40,000 client inquiries. Co-Captained a team, of 13,670 employees, through the ‘Tour de Learning.’
Aug 2020 - Dec 2021
Team & coworkers
Colleagues at Merrill Lynch
Other employees you can reach at ml.com. View company contacts →
JS
Jobeth Souza
Colleague at Merrill Lynch
Winston-Salem, North Carolina, United States, United States
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IZ
Igor Zaitsev
Colleague at Merrill Lynch
New York, New York, United States, United States
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MF
Matt Fountain
Colleague at Merrill Lynch
Jacksonville, Florida, United States, United States
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BA
Barbara Anderson
Colleague at Merrill Lynch
Peoria, Arizona, United States, United States
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JM
Justin Myers
Colleague at Merrill Lynch
Knoxville Metropolitan Area, United States, United States
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AM
Anne Madeira
Colleague at Merrill Lynch
Philadelphia, Pennsylvania, United States, United States
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NG
Nandi Gunning, Cfa, Cepa®
Colleague at Merrill Lynch
San Francisco, California, United States, United States
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AI
Arneshia Ingram
Colleague at Merrill Lynch
Jacksonville, Florida, United States, United States
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NS
Nathalie Santos
Colleague at Merrill Lynch
Glastonbury, Connecticut, United States, United States
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RT
Robert Thompson
Colleague at Merrill Lynch
Temecula, California, United States, United States
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Jobeth Souza
Colleague at Merrill Lynch
Winston-Salem, North Carolina, United States, United States
View →
IZ
Igor Zaitsev
Colleague at Merrill Lynch
New York, New York, United States, United States
View →
MF
Matt Fountain
Colleague at Merrill Lynch
Jacksonville, Florida, United States, United States
View →
BA
Barbara Anderson
Colleague at Merrill Lynch
Peoria, Arizona, United States, United States
View →
JM
Justin Myers
Colleague at Merrill Lynch
Knoxville Metropolitan Area, United States, United States
View →
AM
Anne Madeira
Colleague at Merrill Lynch
Philadelphia, Pennsylvania, United States, United States
View →
NG
Nandi Gunning, Cfa, Cepa®
Colleague at Merrill Lynch
San Francisco, California, United States, United States
View →
AI
Arneshia Ingram
Colleague at Merrill Lynch
Jacksonville, Florida, United States, United States
View →
NS
Nathalie Santos
Colleague at Merrill Lynch
Glastonbury, Connecticut, United States, United States
View →
RT
Robert Thompson
Colleague at Merrill Lynch
Temecula, California, United States, United States
View →
1 education record
Jack Kelly, Cfp® education
-
Duquesne University
FAQ
Frequently asked questions about Jack Kelly, Cfp®
Quick answers generated from the profile data available on this page.
What company does Jack Kelly, Cfp® work for?
Jack Kelly, Cfp® works for Merrill Lynch.
What is Jack Kelly, Cfp®'s role at Merrill Lynch?
Jack Kelly, Cfp® is listed as Registered Wealth Management Client Associate at Merrill Lynch.
What is Jack Kelly, Cfp®'s email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Jack Kelly, Cfp® at Merrill Lynch.
What is Jack Kelly, Cfp®'s phone number?
AeroLeads has found 1 phone signal(s) with area code 858 for Jack Kelly, Cfp® at Merrill Lynch.
Where is Jack Kelly, Cfp® based?
Jack Kelly, Cfp® is based in Pittsburgh, Pennsylvania, United States while working with Merrill Lynch.
What companies has Jack Kelly, Cfp® worked for?
Jack Kelly, Cfp® has worked for Merrill Lynch and Bny Mellon.
Who are Jack Kelly, Cfp®'s colleagues at Merrill Lynch?
Jack Kelly, Cfp®'s colleagues at Merrill Lynch include Jobeth Souza, Igor Zaitsev, Matt Fountain, Barbara Anderson, and Justin Myers.
How can I contact Jack Kelly, Cfp®?
You can use AeroLeads to view verified contact signals for Jack Kelly, Cfp® at Merrill Lynch, including work email, phone, and LinkedIn data when available.
What schools did Jack Kelly, Cfp® attend?
Jack Kelly, Cfp® holds Bachelor'S Degree, Accounting And Finance from Duquesne University.
What skills is Jack Kelly, Cfp® known for?
Jack Kelly, Cfp® is listed with skills including Full Uk Driving Licence, Camera Operating, Camera Assistant, Boom Operating, Ushering, Lighting, Final Cut Pro, and Premiere.
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