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@edwardjones.com
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1 phone found area 800
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Michael Kelch, Cfa is listed as Senior Portfolio Strategist at Edward Jones at Edward Jones, a company with 35357 employees, based in Greater St. Louis, United States, United States. AeroLeads shows a work email signal at edwardjones.com, phone signal with area code 800, and a matched LinkedIn profile for Michael Kelch, Cfa.
Michael Kelch, Cfa previously worked as Senior Portfolio Strategist at Edward Jones and Senior Portfolio Manager at Edward Jones. Michael Kelch, Cfa holds Bachelor Of Science (B.S.), Finance, General from Missouri State University.
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Michael Kelch, Cfa is a Senior Portfolio Strategist at Edward Jones at Edward Jones. He possess expertise in portfolio management, investments, financial analysis, investment management, fixed income and 23 more skills.
Listed skills include Portfolio Management, Investments, Financial Analysis, Investment Management, and 24 others.
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Greater St. Louis
Work with a cross functional team to develop and implement investment strategies for High Net Worth clients as part of a new offering at Edward Jones. Aligning investments with the Financial and Estate plans of HNW clients.
St. Louis, MO
Portfolio manager specializing in investment objective, asset allocation, and investment management decision for the Edward Jones Trust Company. Managing individual portfolios in trusts, IRAs, and Agency account relationships to help clients achieve their long term investment goals and objectives. Work with equity and fixed income asset classes to build.
Greater St. Louis
Led a cross functional team to better communicate, collaborate, and serves clients more effectively and efficiently. Facilitated meetings to discuss issues with processes and work on road blocks to effective communication and collaboration. Worked with individuals to better understand backgrounds and perspectives to help bring the team together. This is a.
Saint Louis, Missouri
Portfolio manager specializing in investment objective, asset allocation, and investment management decision for the Edward Jones Trust Company. Managing individual portfolios in trusts, IRAs, and Agency account relationships to help clients achieve their long term investment goals and objectives. Work with equity and fixed income asset classes to build.
Chicago, IL
Oversee investment management for a number of insurance company portfolios for both Property & Casualty and Life insurance companies representing $1.2 billion in assets. Work with clients to develop an investment policy statement and implement strategies / allocations tailored to meet the objectives and constraints. Work with clients to analyze liability.
Chicago, IL
Grew investment responsibilities as I transitioned from Assistant Portfolio Manager to over $750 million. Responsible for selection of individual securities for client portfolios that are positioned to provide positive excess returns while fitting within client objectives and constraints. Analyze insurance company balance sheets and risk tolerance for.
Chicago, IL
Support the investment management teams for over 30 client relationships across various roles including accounting, performance reporting, and assembling presentations for meetings. Worked closely with the investment accounting and operations staff to ensure accuracy in client reporting and performance measurement. Programmed numerous Excel spreadsheets.
Monitored revolving lines of credit and the underlying collateral to search for fraud within the Asset Based lending division. Worked with financial statements of clients and visited client sites to evaluate inventory levels, accounts receivable aging, and invoices to check for fraud on the underlying borrowing base. Utilized efficiencies in Excel to.
Other employees you can reach at edwardjones.com. View company contacts for 35357 employees →
Sarah Carpenter
Colleague at Edward Jones
Oregon, Wisconsin, United States, United States
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JB
Jim Brown
Colleague at Edward Jones
Blairsville, Georgia, United States, United States
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KA
Kelsey Avants
Colleague at Edward Jones
Duncan, Oklahoma, United States, United States
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PD
Peter Doyle
Colleague at Edward Jones
Greater Boston, United States
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PW
Paul Wenning
Colleague at Edward Jones
Toronto, Ontario, Canada, Canada
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DB
David Burgelin
Colleague at Edward Jones
San Francisco Bay Area, United States
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KS
Kristin Suellentrop
Colleague at Edward Jones
St Charles, Missouri, United States, United States
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DS
Doug Schoen
Colleague at Edward Jones
Chesterfield, Missouri, United States, United States
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MB
Michael Belloli
Colleague at Edward Jones
St Louis, Missouri, United States, United States
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CF
Creag Fuentes
Colleague at Edward Jones
Austin, Texas, United States, United States
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Activities and Societies: Beta Alpha Psi; Phi Eta Sigma
Activities and Societies: Golf Team; Soccer Team
Quick answers generated from the profile data available on this page.
Michael Kelch, Cfa works for Edward Jones.
Michael Kelch, Cfa is listed as Senior Portfolio Strategist at Edward Jones at Edward Jones.
AeroLeads has found 2 work email signals at @edwardjones.com for Michael Kelch, Cfa at Edward Jones.
AeroLeads has found 1 phone signal(s) with area code 800 for Michael Kelch, Cfa at Edward Jones.
Michael Kelch, Cfa is based in Greater St. Louis, United States, United States while working with Edward Jones.
Michael Kelch, Cfa has worked for Edward Jones, Aam, and Lasalle Bank.
Michael Kelch, Cfa's colleagues at Edward Jones include Sarah Carpenter, Jim Brown, Kelsey Avants, Peter Doyle, and Paul Wenning.
You can use AeroLeads to view verified contact signals for Michael Kelch, Cfa at Edward Jones, including work email, phone, and LinkedIn data when available.
Michael Kelch, Cfa holds Bachelor Of Science (B.S.), Finance, General from Missouri State University.
Michael Kelch, Cfa is listed with skills including Portfolio Management, Investments, Financial Analysis, Investment Management, Fixed Income, Investment Strategies, Asset Allocation, and Bloomberg.
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