Kelly Phalen Email and Phone Number
Kelly Phalen work email
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Kelly Phalen personal email
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25 years of experience working for successful teams in personal wealth management helping clients meet their financial goals.
Phalen Partners, Llc
View- Employees:
- 2
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Co-FounderPhalen Partners, Llc Jul 2018 - Present -
Senior Registered Client Service AssociateWells Fargo Advisors Oct 2007 - Dec 2010 -
Senior Branch AdministratorWachovia Securities Financial Network Nov 2004 - Nov 2006Naperville, Illinois -
Senior Registered Client Sevice AssociateUbs Mar 1990 - Aug 2004Oak Brook, Illinois
Kelly Phalen Skills
Kelly Phalen Education Details
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National Louis UniversityBachelor'S Degree
Frequently Asked Questions about Kelly Phalen
What company does Kelly Phalen work for?
Kelly Phalen works for Phalen Partners, Llc
What is Kelly Phalen's role at the current company?
Kelly Phalen's current role is Co-Founder Phalen Partners, LLC.
What is Kelly Phalen's email address?
Kelly Phalen's email address is ke****@****ail.com
What schools did Kelly Phalen attend?
Kelly Phalen attended National Louis University, Utah State University.
What skills is Kelly Phalen known for?
Kelly Phalen has skills like Banking, Series 7, Series 63, Brokerage, Mutual Funds.
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Kelly Phalen
United States
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