Kelly Jobe has over 10 years of experience in the financial services industry, with 8 years focused on the RIA community. She has held several positions in sales and relationship management with a focus on advisor education. She began her career in the financial services industry at Merrill Lynch where she educated advisors on portfolio construction. She later joined AllianceBernstein as a wholesaler working with RIAs throughout the country and also served in key accounts working with the major custodial firms. Prior to joining TD Ameritrade, she spent over 2 years as a Relationship Manager at Schwab Advisor Services working with RIAs in the NY Metro region. Kelly graduated from The Pennsylvania State University. She achieved her CRPC designation from the College for Financial Planning in 2007.
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Independent and authoritative analysis and perspective for every segment of the payments industry