We found the following information about Kelly Gillette at Zrc Wealth Management, Llc, where this expert has worked as a Client Advisor since 2018. Kelly's total work experience is over 25 years, during which time this expert had at least ten jobs at different companies to develop skills. Kelly studied at the San Domenico School. Kelly currently lives in Windsor, California. You can contact with Kelly by searching for phone or email address or find exhaustive information by requesting access to this person's further details from us.
Name variants:
Kelley Gillette,
Kellie Gillette,
Kelli Gillette
Contact Information
Last Update
Jul 8, 2022
Email
ke**@zrcwm.com, kl**@gmail.com
Location
Windsor, CA
Company
Workplace
Colleagues
Work History
Client Advisor
3510 Unocal Pl SUITE 350, Santa Rosa, CA 95403
Founded in 1999, ZRC is a San Francisco Bay Area based Registered Investment Advisor with offices in Santa Rosa, Walnut Creek, and St. Helena. Our mission is to help individuals and families...
from Jan 2018
Human Resources Recruiter
Sacramento, CA
REACH was founded in 1987 by Dr. John L. McDonald, Jr. He dedicated his life to helping others through the enhanced delivery of emergency medical care. His guiding principle was to “always d...
Mar 2016 — Jan 2018
Learner Experience and Enrollment Coordinator
500 1St St, Napa, CA 94535
The Food Business School enables and empowers entrepreneurial leaders to design, deliver and lead transformative innovations that address the world’s most pressing food challenges—and its gr...
Nov 2015 — Feb 2016
Director of Operations
160 Johnson St, Windsor, CA 95492
Kelly joined Whitham Group with a wealth of knowledge and experience in Sales, Management, and Business Development. Kelly has a background in Financial and Environmental Services. Kelly’s i...
Jul 2014 — Nov 2015
Sales and Production Manager
Performed day-to-day management, sales, and operations of a boutique candy factory. This role included a wide scope of management and decision making responsibilities: accounts payable, acco...
May 2012 — Jul 2014
Associate Analyst
California
Kelly joined L2 Environmental, LLC. (L2) in January of 2011. With a previous professional background in the financial services industry, Kelly came to L2 with a wealth of knowledge and exper...
Jan 2011 — Apr 2012
Full Time Student and Stay-At-Home Mom
Cared for my family and managed all aspects of running a household 2001-2003. Stay-at-Home Mom 2003- 2011. In 2007, I returned to college to continue the pursuit of my Bachelor’s Degree. I a...
Oct 2001 — Apr 2012
Investment Specialist Ii
211 Main St, San Francisco, CA 94105
Developed and maintained Centers of Influence (COI) relationships with Estate Planning Attorneys, Financial Advisors, CPAs and local business executives; coordinated COI receptions. Successf...
Sep 1996 — Oct 2001
Electronic Brokerage Csr
211 Main St, San Francisco, CA 94105
Responsible for cross-training IT representatives by imparting investment/brokerage knowledge. Communicated with clients via email; researched and solved financial and technical inquiries in...
Sep 1995 — Sep 1996
Margin and Risk Analyst
211 Main St, San Francisco, CA 94105
Reduced risk of losses to firm through account management. Analyzed high profile accounts for NYSE margin and risk requirements. Authorized acceptable Margin and Risk requirement levels on a...
Jun 1994 — Sep 1995
Education
Occupations
Advisor
Investor
Lawyer
Fiduciary
Health Specialist
Certified Nurse Aide
HR Specialist
Human Resources Specialist
Emergency Medical Care
Trust Law Attorney
Lawyer
Nurse
Nurse Practitioner
Recruitment
Skills
Management
Business Development
Sustainability
Leadership
Start Ups
Strategic Planning
Sales
Strategy
Research
Program Management
Community Outreach
Analysis
New Business Development
Cross Functional Team Leadership
Business Strategy
Recycling
Zero Waste
Sustainable Business
Product Launch
Technology
Microsoft Office
Critical Thinking
Office Management
Production Managment
Marketing
Google Docs
Quickbooks
Brokerage
Stock Trading
Business Networking
Cold Calling
Executive Networking
Workday
FAQs about Kelly Gillette
What's the profession of Kelly Gillette?
This professional's job is Client Advisor
What jobs is Kelly a professional at?
Kelly Gillette is a professional Advisor jobs.
Where does Kelly Gillette live?
Windsor, California is the place where Kelly Gillette currently lives
What is the professional's email?
The professional's email is ke**@zrcwm.com and kl**@gmail.com.
Where did Kelly Gillette work?
The professional worked at Zrc Wealth Management, Llc, Reach Air Medical Services.
Where has Kelly Gillette studied?
Kelly studied at the San Domenico School.
Are there any special industries, that Kelly Gillette works in?
This professional works in Investment Management industry.
What are the skills of Kelly Gillette?
This person has such skills as Management, Business Development, Sustainability, Leadership, Start Ups, Strategic Planning, Sales, Strategy, Research, Program Management, and Community Outreach.