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Rick Kelner is a Financial Advisor at Prudential Advisors. He possess expertise in sales, retirement planning, retirement income strategies, wealth management, new business development and 49 more skills.
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Financial AdvisorPrudential Advisors Mar 2018 - PresentWellesley, Massachusetts, Us -
Financial AdvisorPnc Investments Mar 2016 - Mar 2018Provided portfolio and relationship management services to clients with varying levels of complexity and sizes.Managed accounts in accordance with investment objectives while incorporating organization’s investment approach and philosophy.Delivered distinctive and thoughtful experiences to high net worth and affluent clients aimed at presenting complex information in a way that enables clients to make informed investment decisions.Responsible for maintaining and growing assets under management.
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Financial AdvisorJp Morgan Securities Llc Feb 2015 - Mar 2016New York, Ny, Us -
PartnerTopline Revenue Performance Mgmt Jan 2011 - Feb 2015Developed and implemented wealth management growth strategies for asset/wealth management firms, based on industry drivers.Oversaw client accounts including trust departments, independent RIAs, and asset management firms through risk assessment, ongoing advisement and formulating strategic plans to help high net worth clients grow financial wealth. Worked with IT staffing firm ownership to develop a strategic marketing plan focusing on sales and marketing efforts, in the most attractive verticals.
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Director Of Business DevelopmentAegis, Inc Jan 2001 - Dec 2011Application Service Provider, serving funeral homes and cemeteries via a web hosted, fully automated, point of sale system to create unique and personalized cemetery monuments and markers. Provided company with new market analysis and entry strategies.Cultivated industry alliances and partnerships with National/Key accounts.Identified emotional human behavior driving over 250 leads in less than 90 days.Implemented state of the art CRM.Led the sales team in the execution of sales efforts exceeding goals and objectives.
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Senior Vice PresidentHilliard Lyons, Llc Sep 1999 - Jan 2001Charged with building the municipal finance underwriting and sales distribution network. Served as the outside face of municipal underwriters, meeting with prospective clients to gain new business. Held responsibility for the sale of municipal debt to insurance companies, banks, trust companies, and mutual funds.• Cultivated wholesale relationships with leading investment firms, banks, insurance companies• Personal sales efforts accounted for $15,000,000 in municipal finance underwriting fees.
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Senior Vice President, Director Of Corporate FinanceCity Securities Corp Jan 1988 - Jan 1999Created autonomous entity by building a corporate finance practice from scratch. Reported to the CEO of this regional investment bank. Profit and Loss responsibility for the unit consisting of 5 staff members.Pioneered the start-up Corporate Finance Department; successful in introducing strategic business and marketing plansAchieved profitability one year ahead of projection in above start-up venture.
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Senior Vice PresidentCity Securities Corp Jan 1988 - Jan 1999Held responsibility for new business development and maintenance of client relationships with major insurance companies, mutual fund companies, money center banking institutions, and large trust companies nationwide. • Placed over $1 billion in investment products to major institutions from 1990 to 1999• Ranked as the top sales producer company-wide in 1997 and 1998• Ranked consistently top 3% of sales force• President’s Club Advanced Sales Award for consultative selling-Sandler Institute
Rick Kelner Skills
Rick Kelner Education Details
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Indiana University-Kelly School Of BusinessFinance -
Ben Davis High School
Frequently Asked Questions about Rick Kelner
What company does Rick Kelner work for?
Rick Kelner works for Prudential Advisors
What is Rick Kelner's role at the current company?
Rick Kelner's current role is Financial Advisor.
What is Rick Kelner's email address?
Rick Kelner's email address is rkelner@me.com
What is Rick Kelner's direct phone number?
Rick Kelner's direct phone number is +131744*****
What schools did Rick Kelner attend?
Rick Kelner attended Indiana University-Kelly School Of Business, Ben Davis High School.
What are some of Rick Kelner's interests?
Rick Kelner has interest in Saas, Park Tudor Middle School Golf Coach, The Golf Swing According To Morad, Skiing.
What skills is Rick Kelner known for?
Rick Kelner has skills like Sales, Retirement Planning, Retirement Income Strategies, Wealth Management, New Business Development, Financial Planning, Business Development, Lead Generation, Sales Performance, Strategy, Marketing Strategy, Strategic Planning.
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