Kelly Axtell

Director – Sales & Service Enablement at Eastspring Investments

Kelly Axtell has a diverse background in the financial industry, with significant experience in sales and service enablement. Kelly is currently working at Eastspring Investments as the Director of Sales & Service Enablement. Prior to this role, Kelly held several positions at RBC Global Asset Management, including Senior Manager of Global Sales & Service Enablement, Business Manager for U.S. Distribution, and Consultant Relationship Manager. Kelly also worked at Voyageur Asset Management, where they served as a Consultant Relations Analyst, Client Service Liaison, and Portfolio Administrator. Kelly's work experience spans over two decades and showcases their expertise in various aspects of the financial sector.

Kelly Axtell has a strong educational background in finance. Kelly obtained their MBA in Finance from the University of Minnesota - Carlson School of Management from 2004 to 2007. Prior to that, they earned their BBA in Finance from the University of Minnesota Duluth, completing their studies from 1996 to 2000. In addition to their degrees, Kelly Axtell also holds certifications such as the Certified Scrum Product Owner (CSPO) from the Scrum Alliance, which they obtained in June 2021. Kelly is also licensed with Series 7 & 66 from FINRA, although the specific month and year of obtaining these certifications are not provided.

Links

Timeline

  • Director – Sales & Service Enablement

    June, 2022 - present

View in org chart