Kelly Harris

Kelly Harris, CFA has work experience in various roles and industries. From 2013, they worked at Penserra Securities LLC, initially as an Associate and later as a Vice President. In these positions, they provided trade execution for American markets, including single stock and program trading for institutional clients. Kelly joined Oakwood Athletic Club in 2011 as a Manager on Duty. Kelly also had a finance internship at Procera Networks in 2012.

Kelly Harris, CFA obtained a Bachelor's degree in Accounting from Saint Mary's College of California, where they studied from 2008 to 2013. Prior to that, they attended Christian Brothers High School from 2004 to 2008. In addition to their educational background, they have obtained several certifications, including the Chartered Financial Analyst (CFA) Charterholder from the CFA Institute in September 2018, the Series 55 (Limited Representative-Equity Trader Exam) from the Financial Industry Regulatory Authority (FINRA) in January 2015, the Series 63 (Uniform Securities State Law Examination) from FINRA in August 2014, and the Series 7 (General Securities Representative Examination) from FINRA in July 2014.