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    David Kelley

    Chief Operating/Information Officer

    David Kelley is an accomplished executive consultant with expertise in leading critical reorganization efforts, building high-performance teams, and delivering optimal technology solutions. With a Master of Business Administration in Finance from Rider University, David has a strong background in financial services, securities, IT strategy, management, trading, and business intelligence. His experience includes roles at top organizations like Gartner, Lehrsoft, Investview, TD Ameritrade, and Merrill Lynch, where he held various high-ranking positions such as COO, CIO, and Head of Retail Business.

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    Location

    New York City Metropolitan Area