Kevin Kelly
About Kevin Kelly
Kevin Kelly is the Regional Vice President at Transamerica, where he has worked since 2008. He has extensive experience in the financial services industry, having held various positions at AllianceBernstein and Lincoln Financial Distributors prior to his current role.
Work at Transamerica
Kevin Kelly has been serving as the Regional Vice President at Transamerica since 2008. In this role, he operates as an External Wholesaler, focusing on the regions of New Jersey, Pennsylvania, and Delaware. His responsibilities include managing relationships with financial advisors and promoting Transamerica's financial products and services. With over 16 years in this position, Kelly has contributed to the company's growth and market presence in the northeastern United States.
Previous Experience in Financial Services
Before joining Transamerica, Kevin Kelly held several key positions in the financial services industry. He worked at AllianceBernstein as the VP Strategic Sales Manager from 2006 to 2008. Prior to that, he was with Lincoln Financial Distributors, where he served as the Director of Internal Sales from 2001 to 2005 and as the Regional Marketing Director-External Wholesaler from 2005 to 2006. His diverse experience in these roles has equipped him with extensive knowledge of sales strategies and market dynamics.
Education and Expertise
Kevin Kelly studied at Thomas Jefferson University Hospitals, where he earned a Bachelor of Science degree in Occupational Therapy from 1993 to 1995. This educational background has provided him with a foundational understanding of health-related financial products. Additionally, he holds several professional licenses, including Series 7, 63, 65, 24, and Life and Health Insurance licenses, which demonstrate his comprehensive understanding of financial products and the regulatory environment.
Professional Licenses
Kevin Kelly holds multiple professional licenses that validate his expertise in the financial services sector. He possesses Series 7, 63, 65, and 24 licenses, which allow him to engage in various securities transactions. Additionally, he holds Life and Health Insurance licenses, enabling him to provide clients with a wide range of financial solutions. These credentials reflect his commitment to maintaining a high standard of professional knowledge and compliance.