Kellie Jacques

Kellie Jacques

Financial Advisor & Vice President
Boston, Massachusetts, United States

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Work Experience

Ameriprise Financial Services, LLC

Financial Advisor & Vice President

2020-03-01 - Present

Wells Fargo Advisors

Financial Advisor, First Vice President - Investments, CFP®

2009-05-01 - 2020-03-01

Morgan Stanley (When it was Citi Smith Barney)

Financial Advisor, Financial Planning Specialist

2001-10-01 - 2009-05-01

Merrill Lynch

Financial Advisor

1999-09-01 - 2001-10-01

Bankvest Capital

Sr. V.P. of Finance, CFO, Treasurer

1995-01-01 - 1999-01-01

Newcourt Financial

U.S. Controller

1993-01-01 - 1995-01-01

Chancellor Corporation

Controller

1991-01-01 - 1993-01-01

PwC

Tax Professional

1987-01-01 - 1991-01-01

EY

Auditor

1986-01-01 - 1987-01-01

KPMG US

Auditor (When they were Peat Marwick Mitchell)

1980-01-01 - 1984-01-01

Skills

financial planning & investment services

Languages

English