Keely Davis

Keely Davis Email and Phone Number

Director of Operations at Creekmur Wealth Advisors @ Creekmur Wealth Advisors
morton, illinois, united states
Keely Davis's Location
Peoria, Illinois, United States, United States
About Keely Davis

Operational support professional with diverse experience in project management, financialplanning, support, insurance, and banking.

Keely Davis's Current Company Details
Creekmur Wealth Advisors

Creekmur Wealth Advisors

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Director of Operations at Creekmur Wealth Advisors
morton, illinois, united states
Website:
creekmurwealth.com
Employees:
8
Keely Davis Work Experience Details
  • Creekmur Wealth Advisors
    Director Of Operations
    Creekmur Wealth Advisors Sep 2023 - Present
    Morton, Illinois, United States
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  • Creekmur Wealth Advisors
    Operations Associate
    Creekmur Wealth Advisors Apr 2022 - Nov 2023
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  • Legacy Wealth Partners, Inc
    Client Services Coordinator, Portfolio Analyst
    Legacy Wealth Partners, Inc Apr 2021 - Sep 2022
    East Peoria, Illinois, United States
    View
  • Midwestern Securities Trading Company, Llc
    Service Coordinator/Project Specialist
    Midwestern Securities Trading Company, Llc Jul 2018 - Aug 2020
    Securities, Insurance, and Investment Advisory Services are offered through Midwestern Securities Trading Company, LLC (MSTC). Member FINRA/SIPC.
    View
  • Morgan Stanley
    Sales Assistant
    Morgan Stanley Feb 2018 - Jul 2018
    Peoria, Illinois Area
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  • Midwestern Securities Trading Company, Llc
    Service Coordinator
    Midwestern Securities Trading Company, Llc Sep 2015 - Feb 2018
    View
  • Midwestern Securities Trading Company, Llc
    Receptionist
    Midwestern Securities Trading Company, Llc Jul 2014 - Sep 2015
  • First Mid-Illinois Bank & Trust
    Teller
    First Mid-Illinois Bank & Trust Jul 2012 - Mar 2014
    Peoria, Illinois

Keely Davis Skills

Teamwork Customer Service Telephone Skills Finance Microsoft Word Microsoft Excel Time Management Banking Data Entry Microsoft Office

Keely Davis Education Details

Frequently Asked Questions about Keely Davis

What company does Keely Davis work for?

Keely Davis works for Creekmur Wealth Advisors

What is Keely Davis's role at the current company?

Keely Davis's current role is Director of Operations at Creekmur Wealth Advisors.

What schools did Keely Davis attend?

Keely Davis attended Illinois Central College.

What skills is Keely Davis known for?

Keely Davis has skills like Teamwork, Customer Service, Telephone Skills, Finance, Microsoft Word, Microsoft Excel, Time Management, Banking, Data Entry, Microsoft Office.

Who are Keely Davis's colleagues?

Keely Davis's colleagues are Andrew Creekmur, Mspfp, Nicole Reeder, Aleithia Keltner, Nathan Mumme, Tracy Heine, Connor Creekmur, Mba, Andy Anderson, Cfp®.

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