Todd Kelley work email
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Todd Kelley personal email
Accomplished executive delivering growth through people leadership, customer collaboration and strategic/project planning. Effective communicator, both orally and written formats. Proven expertise in building and supporting client relationships. Excellent interpersonal skills and team player who understands the value of working with others to create a successful outcome. Currently a Partner with Aaron Davis Presentations providing systems implementation, marketing and strategic direction. Working closely with ADP team to develop an "Attitude is Everything" workbook based on Aaron's new book, which will be released in Q4 2023 - Q1- 2024.Part time financial consultant at Suzi's Lavender, an all natural and organic skincare company sold in over 200 stores (and growing) in California, Oregon and Washington.
Aaron Davis Presentations
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PartnerAaron Davis Presentations Mar 2014 - PresentPartner with Aaron Davis Presentations, providing guidance in marketing, strategic direction and growth of business. Using past experience at IBM, Microsoft and as president of two businesses to assist in a strategic plan to build both speaking and passive income opportunities. Aaron Davis Presentations increases client's profits by improving their attitudes and culture.
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Partner, CooSuzi'S Lavender Jan 2018 - PresentPortland, Oregon Metropolitan AreaSuzi's Lavender is an all natural and organic skin care company based in Oregon. We provide innovative skin care and pain management solutions to our customers locally and across the nation in retail stores and online. Working with our retail and online partners, I provide Project Management and direction in the Adminstrative, Finance and Distribution of our products. This includes payroll and commissions for our brokers and team members, ensuring payment processing is working correctly and shipments are being fulfilled timely. Effective communicator, oral and written. Distinguished Toastmaster (DTM). Very proficient with Excel, Word and Microsoft Office suite.
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Senior Financial Advisor At Cb Financial ServicesCb Financial Services Jan 2017 - Jan 2018Greater Portland AreaDeveloped complete marketing plan and delivery to bank branches and affiliated divisions. Outstanding Customer Service provided was recognized by individuals and leadership at bank. Covered multiple branches with assets under management of approximately 65 million dollars. 4110 Pacific Avenue, Suite 200, Forest Grove, OR 97116 Toll Free 888-569-8823 Fax 503-454-3385
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Financial AdvisorEdward Jones Mar 2015 - Mar 2017Cultivated relationships with individuals and small companies providing guidance in all facets of financial planning, including education, insurance, retirement and tax efficient income. Presented multiple workshops and educational seminars. Generated over $9,000,000 in new assets in first 14 months of employment by developing trusted relationships with current and prospective clients, consistently exceeding expectations.
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Vice PresidentCentral Financial Services May 2004 - Mar 2015Lincoln, NeProvided comprehensive wealth planning services to clients as well as company leadership. Coordinated and assisted with training, recruiting, hiring, forecasting and other management responsibilities. Created Vision Platform for company future growth and development of new associates.Managed 80 million dollar portfolio including fixed, variable and managed money. Licensed to work in all facets of financial services business, including managed money, ETF's, stocks, bonds and mutual funds. Worked extensively with retirement planning clients using investment modeling software and presenting these recommendations to clients and organizations.
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InstructorUniversity Of Nebraska-Lincoln, Adjunct Instructor Oct 2004 - Feb 2015Lincoln, Nebraska AreaClasses on Personal Financial Planning and Retirement Planning were provided through an agreement with the University of Nebraska College of Business. These were given at various companies and non-profits throughout SE Nebraska.
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Adjunct InstructorUniversity Of Nebraska May 2004 - Feb 2015Lincoln, NeTaught Personal Finance 260 to undergraduate and graduate students at the University of Nebraska Business College. This class regularly had 125 students enrolled and provided practical knowledge about financial topics. Selected curriculum, generated quizzes and tests as well as special projects, including stock game for teams within the class. In addition to teaching PF 260, taught Personal Finance program to adults in local businesses and non-profits. -
President / OwnerReg Cmyk Dba The Minnow Project, An Advertising Agency Mar 1999 - Jul 2006Lincoln, Nebraska AreaServed as President and oversaw all facets of the company, including sales, finance, marketing and production.
Todd Kelley Education Details
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University Of Nebraska-LincolnFinance And Marketing
Frequently Asked Questions about Todd Kelley
What company does Todd Kelley work for?
Todd Kelley works for Aaron Davis Presentations
What is Todd Kelley's role at the current company?
Todd Kelley's current role is Partner at Aaron Davis Presentations.
What is Todd Kelley's email address?
Todd Kelley's email address is sk****@****lps.org
What is Todd Kelley's direct phone number?
Todd Kelley's direct phone number is +140220*****
What schools did Todd Kelley attend?
Todd Kelley attended University Of Nebraska-Lincoln.
What are some of Todd Kelley's interests?
Todd Kelley has interest in Four Adult Children And Our Dogs, Reading And Spending Time With My Wife, Hiking, Biking, A Black Lab And Minitaure Dachsund.
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