Matthew Kelly
About Matthew Kelly
Matthew Kelly is a Wealth Platform Analyst at SEI in Oaks with over 7 years of experience. He has a strong background in finance and accounting, having previously worked at Vanguard and Delaware Valley Advisors.
Title
Matthew Kelly is currently employed as a Wealth Platform Analyst at SEI in Oaks. His position involves working closely with financial platforms to optimize wealth management processes.
Current Company
Matthew Kelly works at SEI, where he has been a Wealth Platform Analyst for over 7 years. SEI is known for providing comprehensive wealth management solutions and financial services. In his role, he focuses on improving and maintaining the efficiency of wealth platforms.
Previous Experience at Delaware Valley Advisors
Matthew Kelly worked as a Registered Representative at Delaware Valley Advisors from 2015 to 2016 for 8 months in Huntingdon Valley, PA. His responsibilities likely included developing and managing client investment portfolios and offering advice on financial strategies.
Previous Experience at Vanguard
Matthew Kelly began his career at Vanguard, serving as a Brokerage Investment Professional from 2008 to 2014 for six years in Malvern, PA. His role involved providing investment advice, managing brokerage accounts, and ensuring compliance with financial regulations.
Education and Expertise
Matthew Kelly studied Finance and Accounting at Cabrini University, achieving his Bachelor's degree over three years from 2002 to 2005. Additionally, he attended Albright College for two years from 2000 to 2002, where he studied undeclared subjects. His educational background provides a robust foundation in finance and accounting.