First Vice President - Investments@ Wells Fargo Advisors
Riverton, Utah, United States
Kelly Spencer
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University of Phoenix
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FlashIntel GPTKelly Spencer is a highly experienced professional with over 40 years of work experience in retirement planning, investments, and asset allocation. She has a strong background in securities and investment strategies, with expertise in fixed income and 401k. Kelly has held various leadership positions, including First Vice President - Investments at Wells Fargo Advisors and Vice President - Operations at Novell. She is based in the United States and is known for her contributions to the financial services industry.
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Work Experience
First Vice President - Investments
Financial Services
Kelly Spencer's Professional Milestones
- Vice President - Operations (1983-04-01~1989-09-01): Optimized operational efficiencies by implementing streamlined processes and reducing costs.
- First Vice President - Investments (2000-10-01~): Established strategic partnerships to gain valuable new business opportunities and achieve fiscal profitability.
Education
Finance
1983-1985Skill
Retirement Planning
Investments
Asset Allocation
Securities
Investment Strategies
Fixed Income
Retirement
401k
Equities
High Net Worth Individuals
Portfolios
Annuities
Financial Advice
Asset
Investment Products
Financial Advisory
Certification
Colleagues
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Gina Balloni
Product Manager | Product Owner
Gina Hefflinger
Vice President | Senior Project Manager | Wealth Investment Management Owner | Swayed
Other Named Kelly Spencer
Frequently asked questions
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Kelly Spencer's social media include: Linkedin,
Kelly Spencer works for Wells Fargo Advisors
Kelly Spencer's role in Wells Fargo Advisors is First Vice President - Investments
Kelly Spencer works in the industry of Financial Services
Kelly Spencer's colleagues are Zachary B.,Ross Wolff,Oluwatoyin Orebiyi
Kelly Spencer's latest job experience is First Vice President - Investments at Wells Fargo Advisors
Kelly Spencer's latest education in University of Phoenix
