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Kelsey Kirby
Account Executive at The Capital
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Work Experience
Mar 2021 - Present · 3 years and 9 months
Account Executive
Sep 2022 - Present · 2 years and 3 months
Retirement Plan Consultant
Mar 2021 - Present · 3 years and 9 months
Financial Intelligence Unit, Fraud & Aml Analyst
May 2019 - Mar 2021 · 1 years and 10 months
Company Details
11-50 Employees
At The Capital Group (TCG), we offer simple and dynamic business and personal financial solutions that help small and midsized businesses worry less and grow more. We specialize in Risk Management, Wealth Management, Employee Benefits, Retirement Plan Consulting, and HR Technology. Our mission is to be a valued and trusted partner to institutional and individual clients to navigate this volatile and ever-changing world. We pride ourselves on personal service that satisfies day after day – all to keep clients coming back year after year. In 2021, TCG partnered with the Baldwin Risk Partners Group (BRP) to drive continued growth and further expand the breadth and depth of services we offer clients. BRP is an entrepreneur-owned and inspired insurance distribution holding company delivering solutions that give clients the peace of mind to pursue their purpose, passion, and dreams. Culturally aligned with TCG and maintaining an unwavering client focus, our partnership enables TCG to deliver comprehensive insight beyond insurance. Securities offered through Purshe Kaplan Sterling Investments, Member FINRA/SIPC, Headquartered at 18 Corporate Woods Blvd., Albany, NY 12211. Purshe Kaplan Sterling Investments and The Capital Group Investment Advisory Services, LLC are not affiliated companies. NOT FDIC INSURED. NOT BANK GUARANTEED. MAY LOSE VALUE, INCLUDING LOSS OF PRINCIPAL. NOT INSURED BY ANY STATE OR FEDERAL AGENCY.
Year Founded
1995
Social Media
Linkedin
Industry
Insurance
HQ Location
6720B Rockledge Dr Suite 400 Bethesda, MD 20817, US
Keywords
Risk ManagementRetirementHR TechnologyEmployee BenefitsInvestmentsWealth Managementand government contracting
Discover More About Cleveland Clinic
Contact Details
  • Email AddressK**@capgroupfinancial.com
    Reveal Email
  • Phone Number(xxx)xxx-xxxx
    Reveal Phone

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