Investment Advisor Representative
CA Insurance License 0E37698
Kelly has more than 20 years of financial service experience. He brings to our firm a versatile foundation of knowledge, experience and qualification in equity markets, fixed income markets and operational management.
Before joining Wellspring Consulting, Kelly worked at Nabisco Foods Group as a territory manager — and Quick and Reilly, a NYSE member firm. During his time at Quick and Reilly, he assisted clients in employee stock option exercise, restricted stock, stock reorganization, trade processing operations and investment management. Kelly holds a Bachelor’s degree from California State University at Sacramento in Business Finance.
Kelly has the FINRA Series 7 (General Securities), 63 and 65 (Investment Advisor Representative) securities registrations.