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This profile was last updated on 1/20/16  and contains information from public web pages and contributions from the ZoomInfo community.

Elizabeth M. Pelkey

Wrong Elizabeth M. Pelkey?

Vice President

St. Germain Investment Management
Phone: (800) ***-****  
Local Address:  Hartford , Connecticut , United States
St. Germain
1500 Main Street
Springfield , Massachusetts 01115
United States

Company Description: We are a fee-only firm. There are no "sales commisions" here and we do not have cookie-cutter products. Similarly, we don't have quotas or targets that must be...   more

Employment History

6 Total References
Web References
About Staff @ St. Germain Investment Management, 5 Nov 2014 [cached]
Elizabeth M. Pelkey
Client Services
Contact St. Germain Investment Management | Call Us @ 800-443-7624, 5 Nov 2014 [cached]
Elizabeth Pelkey
About Staff @ St. Germain Investment Management, 26 Jan 2013 [cached]
Elizabeth M. Pelkey
Vice President Operations
St. Germain Investment Management : Leading Investors Since 1924, 20 May 2010 [cached]
Elizabeth M. Pelkey
Vice President Operations Like her peers in MIS & Client Data Services, Liz brings a wealth of experience to our firm. Before delving into the financial & wealth management sector, she worked in air freight, domestic and international, for several years. Her focus was on client services where she handled a number of areas including sales, critical path throughputs, fulfillment, transportation and logistics. Liz coordinates various information flows between account managers, clients and our portfolio managers. She also oversees details with deposits, transfers and IRA distributions. Liz can be wearing one of several different hats to help keep information accurate and up-to-date. She holds her professional certifications in transportation and logistics from Holyoke Community College and attends professional conferences/workshops specific to financial planning and wealth management information services.
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