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Patrick Kelley, Mba, Cepa® Email & Phone Number

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
Location: Greater Boston, United States, United States 9 work roles 2 schools
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Current company
Wells Fargo Advisors
Role
Financial Advisor with the Robinson Financial Group of Wells Fargo AdvisorsAssisting Business Owners to Help Increase Company Valuation and Develop an Exit Plan
Location
Greater Boston, United States, United States
Company size
15127 employees

Who is Patrick Kelley, Mba, Cepa®? Overview

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Quick answer

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 company with 15127 employees, based in Greater Boston, United States, 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.

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Email format at Wells Fargo Advisors

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Wells Fargo Advisors

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Profile bio

About Patrick Kelley, Mba, Cepa®

Corporate Executives

Listed skills include Customer Service, Teamwork, Microsoft Office, Time Management, and 10 others.

Current workplace

Patrick Kelley, Mba, Cepa®'s current company

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Wells Fargo Advisors
Wells Fargo Advisors
Financial Advisor with the Robinson Financial Group of Wells Fargo AdvisorsAssisting Business Owners to Help Increase Company Valuation and Develop an Exit Plan
st. louis, missouri, united states
Website
wellsfargoadvisors.com
Employees
15127
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9 roles

Patrick Kelley, Mba, Cepa® work experience

A career timeline built from the work history available for this profile.

Financial Advisor With The Robinson Financial Group Of Wells Fargo Advisors

Current
Wells Fargo Advisors

Boston, Massachusetts, United States

Jun 2023 - Present

Financial Advisor In Training

Wells Fargo Advisors

Boston, Massachusetts, United States

Jan 2023 - Jun 2023

Property Manager

Wolfeboro, New Hampshire, United States

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.

Jun 2019 - Jan 2023

Project Manager

Staley Logistics, Llc

Burlington, VT

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.

Jun 2017 - Apr 2022

Sales And Marketing Intern

Performance Architects, Inc.

Greater Boston Area

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.

Sep 2018 - Jan 2019

Accounting Intern

Resource: A Nonprofit Community Enterprise Inc.

Burlington, Vermont Area

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.

Jun 2017 - Sep 2017

Marketing Intern

University Of Vermont

Burlington, Vermont Area

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.

Dec 2015 - Jan 2016

Production Worker

Autumn Harp

Essex, VT

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.

Jun 2015 - Aug 2015
Team & coworkers

Colleagues at Wells Fargo Advisors

Other employees you can reach at wellsfargoadvisors.com. View company contacts for 15127 employees →

GZ Gaines Zarzour Gaines Zarzour Colleague at Wells Fargo Advisors Mobile, Alabama, United States, United States View → CP Carlos Parker Carlos Parker Colleague at Wells Fargo Advisors Charlotte, North Carolina, United States, United States View → WL William Layman William Layman Colleague at Wells Fargo Advisors Huntersville, North Carolina, United States, United States View → TC Terri Cooke Terri Cooke Colleague at Wells Fargo Advisors Cincinnati, Ohio, United States, United States View → JP Juliana P. Juliana P. Colleague at Wells Fargo Advisors Vancouver, Washington, United States, United States View → JR Joseph R. Mariani Joseph R. Mariani Colleague at Wells Fargo Advisors Johnson City, New York, United States, United States View → JD Jay Duffy Jay Duffy Colleague at Wells Fargo Advisors Kingston, Pennsylvania, United States, United States View → KO Kayla Otto Kayla Otto Colleague at Wells Fargo Advisors United States, United States View → SL Sandra Leonard Sandra Leonard Colleague at Wells Fargo Advisors Bangor, Maine, United States, United States View → JF Justin Fierstein Justin Fierstein Colleague at Wells Fargo Advisors Durango, Colorado, United States, United States View →
2 education records

Patrick Kelley, Mba, Cepa® education

Masters Of Business Administration, Business Administration And Management, General, 3.5

Endicott College

High School

Mount Mansfield Union High School

Activities and Societies: One year of both varsity soccer and varsity basketball. Honor roll every semester of high school.

FAQ

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, 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 Gaines Zarzour, Carlos Parker, William Layman, Terri Cooke, and Juliana P..

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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