Kelly Bashore

Kelly Bashore Email and Phone Number

Addis Hill: Director of Investment Planning @ Addis Hill
wayne, pennsylvania, united states
Kelly Bashore's Location
Greater Philadelphia, United States
Kelly Bashore's Contact Details
About Kelly Bashore

I joined Addis Hill in 2005, and am focused on our clients’ investment planning needs. I earned my BA in Finance from Shippensburg University and hold a Series 65 License. My previous experience includes serving as a regional accountant for USA Today and a financial analyst for Meridian Bank.At Addis Hill, I oversee investment allocation, tax location management, and rebalancing for client portfolios. I really enjoy the challenge of taking a complex situation and making it more efficient. I manage investment portfolios and asset allocations, implement various financial processes, and develop investment models customized around clients financial plans. I love the casual yet professional environment of Addis Hill that allows my the freedom to pursue my professional interests and strengths.

Kelly Bashore's Current Company Details
Addis Hill

Addis Hill

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Addis Hill: Director of Investment Planning
wayne, pennsylvania, united states
Website:
addishill.com
Employees:
8
Kelly Bashore Work Experience Details
  • Addis Hill
    Director Of Investment Planning
    Addis Hill 2006 - Present
    Developing and monitoring our clients’ investment plans and managing the asset allocation process.
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Kelly Bashore Skills

Mutual Funds Financial Services Investment Portfolio Financial Analysis Etfs Fixed Income

Kelly Bashore Education Details

Frequently Asked Questions about Kelly Bashore

What company does Kelly Bashore work for?

Kelly Bashore works for Addis Hill

What is Kelly Bashore's role at the current company?

Kelly Bashore's current role is Addis Hill: Director of Investment Planning.

What is Kelly Bashore's email address?

Kelly Bashore's email address is ac****@****ink.net

What is Kelly Bashore's direct phone number?

Kelly Bashore's direct phone number is +161041*****

What schools did Kelly Bashore attend?

Kelly Bashore attended The American College Of Financial Services, Shippensburg University Of Pennsylvania.

What skills is Kelly Bashore known for?

Kelly Bashore has skills like Mutual Funds, Financial Services, Investment Portfolio, Financial Analysis, Etfs, Fixed Income.

Who are Kelly Bashore's colleagues?

Kelly Bashore's colleagues are Justin Hill, Bill Mayer, Robel Desalegn, Kent R. Addis, Jr. (Chip), Gail Dewey.

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