Executive Assistant, Relationship Manager
Kelly recently joined our team as a Relationship Manager bringing with her over 15 years’ experience in the financial services industry. Kelly has extensive professional experience in the areas of client services, mutual funds and back office operations. She is looking forward to continuing her professional development within the financial services arena. Kelly is a native of Jersey City and currently resides in Monmouth County. When not spending time with her family and friends, Kelly is usually volunteering at one of her children’s activities. She also enjoys spending time at the beach and attending concerts.