Equity Research Analyst
Current
Aug 2024 - Present
AeroLeads people directory · profile
Nick Kelly Email & Phone Number
Finance Major at Michigan State University, Broad College of Business
at
GreeneWealth
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Finance Major at Michigan State University, Broad College of Business
Location
West Simsbury, Connecticut, United States
Company size
Who is Nick Kelly? Overview
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Quick answer
Nick Kelly is listed as Finance Major at Michigan State University, Broad College of Business at GreeneWealth, a with 3 employees, based in West Simsbury, Connecticut, United States. AeroLeads shows a matched LinkedIn profile for Nick Kelly.
Nick Kelly previously worked as Equity Research Analyst at Greenewealth and Finance Intern at Greenewealth. Nick Kelly holds Finance, General, 3.74 from Michigan State University.
Company email context
Email format at GreeneWealth
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GreeneWealth
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Profile bio
About Nick Kelly
Hello! I am a Finance student at Michigan State University's Broad College of Business, poised to graduate in Spring 2025. With a passion for financial planning and investment, I am eager to contribute my skills and knowledge to the finance industry. Throughout my academic journey, I have honed my analytical abilities and financial planning skills, preparing me to excel in roles that require strategic thinking and a strong understanding of market dynamics. I am enthusiastic about leveraging my education and experiences to make meaningful contributions to a dynamic financial organization. Let's connect and explore opportunities where I can bring value to your team!
Current workplace
Nick Kelly's current company
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Greenewealth
4 roles
Nick Kelly work experience
A career timeline built from the work history available for this profile.
Finance Intern
Current• Constructed financial portfolios for advisors using investment risk software Nitrogen Wealth. • Analyzed client statements in eMoney to conduct Roth Conversions and aid in the financial planning process• Created workflows in Redtail CRM to streamline the new client process for advisors
Apr 2024 - Present
Strategic Support Associate
• Provided comprehensive business operations support to Jackson Customer Onboarding Department• Demonstrated proficiency in multitasking and managing high-volume tasks efficiently within a fast-paced environment• Analyzed annuities for retail investors and fixed income products for institutional investors
Jan 2024 - Apr 2024
Finance Intern
• Utilized Redtail CRM to maintain, update, and analyze client data• Attended client meetings and provided follow-up summaries to advisors for future planning• Generated required minimum distribution reports to support the monitoring of client IRA distributions
May 2023 - Aug 2023
2 education records
Nick Kelly education
Finance, General, 3.74
Education record
Simsbury High School
FAQ
Frequently asked questions about Nick Kelly
Quick answers generated from the profile data available on this page.
What company does Nick Kelly work for?
Nick Kelly works for GreeneWealth.
What is Nick Kelly's role at GreeneWealth?
Nick Kelly is listed as Finance Major at Michigan State University, Broad College of Business at GreeneWealth.
Where is Nick Kelly based?
Nick Kelly is based in West Simsbury, Connecticut, United States while working with GreeneWealth.
What companies has Nick Kelly worked for?
Nick Kelly has worked for Greenewealth, Jackson, and Wp Financial, Llc..
Who are Nick Kelly's colleagues at GreeneWealth?
Nick Kelly's colleagues at GreeneWealth include Greg Custer and Richard Greene.
How can I contact Nick Kelly?
You can use AeroLeads to view verified contact signals for Nick Kelly at GreeneWealth, including work email, phone, and LinkedIn data when available.
What schools did Nick Kelly attend?
Nick Kelly holds Finance, General, 3.74 from Michigan State University.
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