Kelli Send

Kelli Send Email and Phone Number

Co-Founder, Senior Vice President - Financial Wellness Services, CFP® @
Kelli Send's Location
United States, United States
Kelli Send's Contact Details

Kelli Send work email

Kelli Send personal email

n/a
About Kelli Send

Kelli Send is a Co-Founder, Senior Vice President - Financial Wellness Services, CFP® at Francis LLC. She possess expertise in certified financial planner, workplace financial educator, retirement plan participant advisor, financial education curriculum developer, retirement and 10 more skills.

Kelli Send's Current Company Details
Francis LLC

Francis Llc

Co-Founder, Senior Vice President - Financial Wellness Services, CFP®
Kelli Send Work Experience Details
  • Francis Llc
    Senior Vice President
    Francis Llc Mar 2004 - Present
    Lead the Firm's employee education and individual advisory services. Responsible for all aspects of employee education, including curriculum development, program design, and delivery of face-to-face individual advisory services within the workplace.
  • Smith Barney
    Financial Consultant
    Smith Barney Jul 1993 - Mar 2004
    401(k) Consultant

Kelli Send Skills

Certified Financial Planner Workplace Financial Educator Retirement Plan Participant Advisor Financial Education Curriculum Developer Retirement Employee Benefits Portfolio Management Program Management Financial Analysis Series 7 401k Financial Planning Insurance Series 63 Financial Advisory

Kelli Send Education Details

Frequently Asked Questions about Kelli Send

What company does Kelli Send work for?

Kelli Send works for Francis Llc

What is Kelli Send's role at the current company?

Kelli Send's current role is Co-Founder, Senior Vice President - Financial Wellness Services, CFP®.

What is Kelli Send's email address?

Kelli Send's email address is se****@****vco.com

What is Kelli Send's direct phone number?

Kelli Send's direct phone number is +141480*****

What schools did Kelli Send attend?

Kelli Send attended Carroll University, Michigan State University.

What skills is Kelli Send known for?

Kelli Send has skills like Certified Financial Planner, Workplace Financial Educator, Retirement Plan Participant Advisor, Financial Education Curriculum Developer, Retirement, Employee Benefits, Portfolio Management, Program Management, Financial Analysis, Series 7, 401k, Financial Planning.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.