David Kelen - Financial Counselor, R1 RCM

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Work Background

R1 RCMFinancial Counselor

Mar. 2023

Independent Financial Advisor

Jan. 2020Salt Lake City Metropolitan AreaHelp clients understand current financial predicament and make necessary changes to create financial freedom and improvement to reach financial goals and eventually retire. Trained to understand complex problem areas in finance. Create problem solving techniques to meet and exceed needs of clients.

Wells FargoPrivate Banker

Aug. 2017 - Jan. 2020Greater Salt Lake City AreaHandling Private Banker and Relationship Teams needs. Providing customer-centric advice and support to private bank service team, relationship managers and team members. Execute trades for clients and service teams which include bonds, stocks, options, etc.

Hello Miss Gorgeous, LLCManaging Member

Jul. 2014 - Aug. 2019Greater Salt Lake City AreaProduct support analyst for home based business.

Wells Fargo AdvisorsWFA Investment Resource Consultant

May. 2011 - Oct. 2016Salt Lake CityPrimarily responsible for: surveying client's needs based on client's objectives, risk tolerance, approach, current financial situation, time horizon and current economic condition and recommending the appropriate products and services.