Senior Vice President Operations | Advisor Operations@ Wells Fargo Advisors
Hugo, Minnesota, United States
Colleen Kelly
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St. Cloud State University - Herberger Business School
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FlashIntel GPTColleen Kelly is a highly experienced Senior Level Brokerage Operations Manager with 34.9 years of work experience. She has a strong background in series 7, financial services, risk management, mutual funds, and finra. Based in Ballwin, Missouri, Colleen has a proven track record of building lasting relationships across all levels of management. She is known for her ability to positively and successfully implement changes on schedule under difficult circumstances. Colleen is known for her ability to enhance employee motivation and establish effective teams. She holds licenses in Series 99, 7, 9, and 10.
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About
Highly experienced results-oriented Senior Level Brokerage Operations Manager with proven management, process development and optimization, large-scale project management, leadership and regulatory management competenciesProven ability to build lasting relationships across all levels of managementKnown for ability to positively and successfully implement changes on schedule under difficult circumstancesHands-on, leadership-by-example management style that enhances employee motivation and establishes a highly effective, results-driven teamOutstanding service skills; dedication to overall organizational goalsSpecialties: Licenses: Series 99, 7, 9, 10
...See MoreWork Experience
Senior Brokerage Operations Group Manager | Advisory Operations | Portfolio Implementation
Senior Vice President Operations | Advisor Operations
Operations Director Advisory Operations
Senior Brokerage Operations Group Manager | Advisory Operations | Portfolio Implementation
Financial Services
Colleen Kelly's Professional Milestones
- Senior Vice President Operations | Advisor Operations (2011-01-01~2015-03-01): Streamlined operational processes to optimize efficiency and maximize cost reduction.
- Senior Brokerage Operations Manager (1989-01-01~2000-01-01): Implementing efficient systems and processes to optimize operations and optimize resource allocation.
Education
Marketing
410227200-536457600Skill
Series 7
Financial Services
Risk Management
Mutual Funds
Finra
Series 63
Securities
Investments
Banking
Portfolio Management
Wealth Management
Relationship Management
Series 24
Fixed Income
Equities
Investment Advisory
Retirement Planning
Trading
Financial Analysis
Asset Management
Certification
Colleagues
Zachary B.
In the job market and owner of Buckley’s Bites Beef Jerky
Ross Wolff
Product Owner
Oluwatoyin Orebiyi
escalations manager at wells fargo advisors & owner at jt carr property solutions llc
Gina Balloni
Product Manager | Product Owner
Gina Hefflinger
Vice President | Senior Project Manager | Wealth Investment Management Owner | Swayed
Other Named Colleen Kelly
Frequently asked questions
We found 2 Colleen Kelly's email addresses
We found 4 Colleen Kelly's phone numbers
Colleen Kelly's social media include: Linkedin,
Colleen Kelly works for Wells Fargo Advisors
Colleen Kelly's role in Wells Fargo Advisors is Senior Vice President Operations | Advisor Operations
Colleen Kelly works in the industry of Financial Services
Colleen Kelly's colleagues are Zachary B.,Ross Wolff,Oluwatoyin Orebiyi
Colleen Kelly's latest job experience is Senior Vice President Operations | Advisor Operations at Wells Fargo Advisors
Colleen Kelly's latest education in St. Cloud State University - Herberger Business School
