Betterment
Philip Kelly is an accomplished Account Executive currently employed at Perry since July 2023. Previously, Philip held various roles at Dandy, including Commercial Team Lead and Account Executive from July 2021 to March 2023. Philip's career also includes significant experience at Sawyer, where positions ranged from Enterprise Sales to Small Business Account Executive from May 2019 to July 2021. Earlier roles include Inside Sales Representative at Boomset and Business Operations & Marketing at Semper Payments, where responsibilities included lead generation and website redevelopment. An internship in Business Operations at Perpay Inc. provided additional foundational experience. Philip holds a Bachelor’s Degree in Public Relations, Advertising, and Applied Communication from Elon University and has a background in business development and sports media from roles at Lawless Sports.
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Betterment
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Betterment is the largest independent digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Since 2010, Betterment has had one mission: to make people's lives better with easy-to-use, personalized investment solutions. Using cutting-edge technology, they empower hundreds of thousands of customers to manage their money – for today, tomorrow, and someday – with expert advice; automated money management tools; and tax-smart strategies designed to keep taxes low.