Patrick Kelley, Mba, Cepa® Email & Phone Number
Who is Patrick Kelley, Mba, Cepa®? Overview
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Patrick Kelley, Mba, Cepa® is listed as Financial Advisor with the Robinson Financial Group of Wells Fargo AdvisorsAssisting Business Owners to Help Increase Company Valuation and Develop an Exit Plan at Wells Fargo Advisors, a with 15127 employees, based in Greater Boston, United States. AeroLeads shows a matched LinkedIn profile for Patrick Kelley, Mba, Cepa®.
Patrick Kelley, Mba, Cepa® previously worked as Financial Advisor with the Robinson Financial Group of Wells Fargo Advisors at Wells Fargo Advisors and Financial Advisor in Training at Wells Fargo Advisors. Patrick Kelley, Mba, Cepa® holds Masters Of Business Administration, Business Administration And Management, General, 3.5 from Endicott College.
Email format at Wells Fargo Advisors
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About Patrick Kelley, Mba, Cepa®
Corporate Executives
Listed skills include Customer Service, Teamwork, Microsoft Office, Time Management, and 10 others.
Patrick Kelley, Mba, Cepa®'s current company
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Patrick Kelley, Mba, Cepa® work experience
A career timeline built from the work history available for this profile.
Financial Advisor In Training
Property Manager
Tasked with handling contracts and writing leases, coordinating maintenance work and repairs, coordinating tenant move in and move out dates, processing invoices and coordinating outgoing payments. Also was responsible for the creation and marketing of my own website.
Project Manager
Worked with a small business owner who owned 3 businesses. Tasked with coordinating trucking deliveries, typing up rental agreements and leases, compiling weekly Income Statements and P/L Statements, and working directly with the head of payroll to calculate employees weekly pay.Also worked with his construction company. Tasked with the planning and execution of residential remodels and being the direct contact between owner and team.
Sales And Marketing Intern
This 400 hour internship gave me experience working with Salesforce and Microsoft Excel. Performance Architects is an Oracle partnered company and tech consulting firm focused on analytics, Business Intelligence and EPM.
Accounting Intern
During my time at ReSource, I split my time 50/50; spending half my time working directly alongside the Office Manager and the other half working along side the Director of Accounting. During my time with the director of Accounting; I was tasked with payroll reconciliation, balancing cash at days end, and doing daily bank deposits for the company. I was also given a brief overview on QuickBooks; although I did not have much time to work with QuickBooks, so I would certainly need a refresher.During my time working with the Office Manager; I was tasked with running office operations, checking supply levels, and supervising some of the other employees. One of the most interesting parts of this internship was sitting in during a corporate meeting that was geared towards better community engagement and ways to give back to those in need in the Burlington area. At this internship, the skills I gained the most experience in were communication, accounting, and supervision and trust. ReSource is a non-profit community enterprise, so it was very nice to see a company that valued the community more than they valued profits, and their values translated to every employee in the company.
Marketing Intern
At this internship, I worked with the University of Vermont Athletic Department. I worked alongside the Director of Marketing and I was mostly tasked with Fan Engagement and finding ways to better market to the Burlington, VT community. One way of reaching out to the community was through Email Marketing campaigns. I also worked with UVM Cats Club members at both basketball and hockey games. I was also tasked with helping set up the first ever Jersey Retirement in University of Vermont Men's Ice Hockey history. I spent many hours with preparation for the event. At this internship I mostly learned how to communicate with clients and keep them satisfied and returning to our events.
Production Worker
At this job I worked on a production line in a factory and learned some of the safe manufacturing processes required for mass production. In this factory, I worked with brands such as Victoria's Secret, Burt's Bees, YesTo, and Eos.
Cashier
Colleagues at Wells Fargo Advisors
Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →
Alma Alcoser
Colleague at Wells Fargo AdvisorsSan Antonio, Texas, United States
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James Teddy
Colleague at Wells Fargo AdvisorsCharlotte, North Carolina, United States
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Zhenya Buckridge
Colleague at Wells Fargo AdvisorsSavannah, Georgia, United States
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Nathan Rackham
Colleague at Wells Fargo AdvisorsNampa, Idaho, United States
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Chrisy Meares
Colleague at Wells Fargo AdvisorsColorado Springs, Colorado, United States
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Jeanne Beutler
Colleague at Wells Fargo AdvisorsOhio, United States
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Sean Mest
Colleague at Wells Fargo AdvisorsConshohocken, Pennsylvania, United States
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Gekaitha Broom
Colleague at Wells Fargo AdvisorsRed Oak, Texas, United States
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Martin Rodriguez
Colleague at Wells Fargo AdvisorsAlbuquerque, New Mexico, United States
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Judith Walker
Colleague at Wells Fargo AdvisorsGreater Harrisburg Area, United States
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Patrick Kelley, Mba, Cepa® education
Masters Of Business Administration, Business Administration And Management, General, 3.5
High School
Frequently asked questions about Patrick Kelley, Mba, Cepa®
Quick answers generated from the profile data available on this page.
What company does Patrick Kelley, Mba, Cepa® work for?
Patrick Kelley, Mba, Cepa® works for Wells Fargo Advisors.
What is Patrick Kelley, Mba, Cepa®'s role at Wells Fargo Advisors?
Patrick Kelley, Mba, Cepa® is listed as Financial Advisor with the Robinson Financial Group of Wells Fargo AdvisorsAssisting Business Owners to Help Increase Company Valuation and Develop an Exit Plan at Wells Fargo Advisors.
Where is Patrick Kelley, Mba, Cepa® based?
Patrick Kelley, Mba, Cepa® is based in Greater Boston, United States while working with Wells Fargo Advisors.
What companies has Patrick Kelley, Mba, Cepa® worked for?
Patrick Kelley, Mba, Cepa® has worked for Wells Fargo Advisors, Staley Logistics, Llc, Performance Architects, Inc., Resource: A Nonprofit Community Enterprise Inc., and University Of Vermont.
Who are Patrick Kelley, Mba, Cepa®'s colleagues at Wells Fargo Advisors?
Patrick Kelley, Mba, Cepa®'s colleagues at Wells Fargo Advisors include Alma Alcoser, James Teddy, Zhenya Buckridge, Nathan Rackham, and Chrisy Meares.
How can I contact Patrick Kelley, Mba, Cepa®?
You can use AeroLeads to view verified contact signals for Patrick Kelley, Mba, Cepa® at Wells Fargo Advisors, including work email, phone, and LinkedIn data when available.
What schools did Patrick Kelley, Mba, Cepa® attend?
Patrick Kelley, Mba, Cepa® holds Masters Of Business Administration, Business Administration And Management, General, 3.5 from Endicott College.
What skills is Patrick Kelley, Mba, Cepa® known for?
Patrick Kelley, Mba, Cepa® is listed with skills including Customer Service, Teamwork, Microsoft Office, Time Management, Retail, Microsoft Word, Powerpoint, and Leadership.
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