Cima® Garrett W. Kelley

Garrett W. Kelley, CIMA®, has a diverse work experience in the financial industry spanning over several positions and companies. Garrett W. started their career in 1993 as a Registered Assistant/Jr at Smith Barney and later worked as an Investment Executive at California Federal Bank. From 1995 to 2003, they served as a Regional Vice President at Jackson National Life, Distributors, followed by a role as a Regional Sales Director at Guardian Investor Services. Garrett W. then joined Pacific Life as a Regional Vice President from 2005 to 2009. In 2012, they became a Regional Sales Director at Capital Wealth Planning, LLC., where they specialized in covered call strategies. Garrett W. continued their career at Astor Investment Management as a Vice President, responsible for business development in Southern California and Nevada. Currently, they work at Victory Capital as a Sr. Regional Director, overseeing business development in Southern California and Southern Nevada, focusing on various distribution channels such as wirehouse, RIA, and independent planners. With their vast experience in business development and expertise in covered call strategies, Garrett W. Kelley has established himself as a seasoned professional in the financial industry.

Garrett W. Kelley, CIMA®, has a Bachelor of Arts degree in Political Science, which they obtained from California State University, Long Beach. Garrett W. completed their undergraduate studies from 1988 to 1993. In 2020, Garrett W. Kelley enrolled in the University of Chicago Booth School of Business Executive Education. However, the information does not specify the degree or field of study pursued in this program.

Additionally, Garrett W. Kelley has obtained the Certified Investment Management Analyst® (CIMA®) certification from the Investments & Wealth Institute in June 2020. As for their additional certifications, they hold the Series 65, Series 66, and Series 7 certifications from FINRA, although the information does not provide the dates of when they obtained these certifications.