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Bio

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Kelly Hamlin is a seasoned finance professional with an MBA from the University of Central Florida, and a strong background in financial modeling, analysis, and corporate finance. She has worked in various roles, including Senior Account Executive and Financial Consultant, and has experience in the financial industry, including J.P. Morgan and Deutsche Bank.

Credentials

  • Series 66 (Uniform Combined State Law Exam)
    -
    Sep, 2015
    - May, 2026
  • Series 7 (General Securities Representative Exam)
    -
    Jun, 2015
    - May, 2026

Experience

    • Senior Account Executive
      • Jan 2024 - Present
    • Senior Business Advisor/ Account Executive
      • Sep 2020 - Nov 2023
  • Maestro Global, LLC
    • Istanbul, Turkey
    • Co-Founder | Financial Consultant
      • Jun 2018 - Sep 2020
      • Istanbul, Turkey
  • J.P. Morgan
    • New York, New York
    • Senior Registered Associate and Team Lead
      • Jan 2016 - Jun 2018
      • New York, New York
  • Deutsche Bank
    • Greenwich, Connecticut
    • Registered Sales Associate
      • Jan 2015 - Jan 2016
      • Greenwich, Connecticut
  • Charles Schwab
    • Orlando, Florida Area
    • Relationship Specialist
      • 2011 - 2014
      • Orlando, Florida Area
    • Teachers Associate/Volunteer
      • Jun 2002 - Aug 2007
      • Harris, NY

      - Worked during summers in teaching Adaptive Physical Education to students with developmental disorders- Worked one-on-one with school age students and volunteered in an after school swimming program for adults with autism- Volunteered more than 200 hours total in the equine-assisted riding prog...

Education

  • 2011 - 2014
    University of Central Florida
  • 2007 - 2011
    University of Central Florida - College of Business Administration

Suggested Services

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Industry Focus. “Financial Services”

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