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Kaila Kelleher

Kaila kelleher

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location of Kaila KelleherLake Placid, New York, United States
Phone number of Kaila Kelleher+91 xxxx xxxxx
Followers of Kaila Kelleher135 followers

  • Timeline

    May 2013 - Mar 2019

    Associate

    Goldman Sachs Ayco
    Current Company
    Apr 2019 - now

    Director of Client Planning and Strategy

    Long Run Wealth Advisors LLC

  • About me

    Director of Client Planning and Strategy, Long Run Wealth Advisors LLC

  • Education

    • Siena college

      -
      Bachelors of science finance major, economics minor

  • Experience

    • Goldman sachs ayco

      May 2013 - Mar 2019

      • Associate

        Nov 2017 - Mar 2019

      • Financial Analyst

        Aug 2014 - Nov 2017

      • Project Analyst

        May 2013 - Aug 2014

    • Long run wealth advisors llc

      Apr 2019 - now
      Director of client planning and strategy

      Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC.Investment advisory services offered through Raymond James Financial Services Advisors, Inc.Long Run Wealth Advisors, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. For important disclosure information, please see the “Social Media Disclosure” in the “Contact Info” section.

  • Licenses & Certifications

    • Certified financial planner cfp board

      Cfp board

  • Volunteer Experience

    • Trustee - Treasurer

      Issued by HOUSING ASSISTANCE PROGRAM OF ESSEX COUNTY on Dec 2019
      HOUSING ASSISTANCE PROGRAM OF ESSEX COUNTYAssociated with Kaila Kelleher