See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Kelsey Craig profile image

Kelsey Craig

Associate at Elmwood Asset Management
Intro Book
Financial professional with experience in retirement planning and life insurance.
  • Claim this Profile
Location
Baltimore, Maryland, United States, US
Skills
  • Fixed Annuities
  • Retirement Planning
  • Life Insurance
  • Microsoft Office
  • Customer Service
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Kelsey Craig is a seasoned financial professional with experience in retirement planning, life insurance, and customer service. She holds a Bachelor of Business Administration degree from James Madison University and has worked with top companies including Wells Fargo and New York Life Insurance Company.

Experience

  • Elmwood Asset Management
    • New York, New York, United States
    • Associate
      • May 2023 - Present
      • New York, New York, United States

  • Wells Fargo
    • Senior Security Analyst-Custodial Trust Services
      • Feb 2021 - May 2023

    • Securities Analyst III - Custodial Trust Services
      • Jun 2018 - May 2023

    • Securities Admin Services Analyst II
      • Mar 2017 - May 2023

  • NewDay USA
    • Baltimore, Maryland Area
    • Mortgage Loan Originator
      • Aug 2016 - Mar 2017
      • Baltimore, Maryland Area

  • New York Life Insurance Company
    • Washington D.C.
    • Agent
      • Jul 2015 - Aug 2015
      • Washington D.C.

      Worked with a team of agents and advisors developing personal retirement plans by means of 401k’s, IRA’s, Annuities, Life Insurance, and Pensions. Met with clients and attended networking events in peruse of new clients and professional relationships throughout the D.C. area. Licensed to sell life insurance and annuities through New York Life

Education

  • 2012 - 2016
    James Madison University
    Bachelor of Business Administration (B.B.A.), Finance

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles