Senior Executive Assistant@ Orion Advisor Solutions LLC
Omaha, Nebraska, United States
Kelly Shultz
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University of Nebraska at Omaha
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FlashIntel GPTKelly Shultz is a highly experienced Senior Executive Assistant with 28.8 years of work experience. She specializes in mutual funds, asset management, business analysis, investments, Microsoft Excel, and securities. Currently based in Omaha, Nebraska, Kelly works at Orion Advisor Services LLC. She has been with the company since 1995, initially as a Senior Executive Assistant to Eric Clarke and later as a Senior Executive Assistant to Eric Clarke. With a strong background in general management and health care, Kelly is a valuable asset to the company.
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About
Senior Executive Assistant at Orion Advisor Services LLC
Work Experience
Senior Executive Assistant
Financial Services
Kelly Shultz's Professional Milestones
- senior executive assistant to eric clarke chief executive officer (1995-02-01~): Assisted executives coordinating schedules, streamlining processes, and enhancing team performance to achieve high productivity and client satisfaction.
- Senior Executive Assistant (1995-02-01~): Organized effective executive coaching tasks, contributing to increased communication and improved productivity.
Education
Skill
Mutual Funds
Asset Managment
Business Analysis
Investments
Microsoft Excel
Securities
Certification
Colleagues
Trent Mumma
Chief Product Officer
Michelle Ortez
vice president event management at orion advisor solutions
Brad Burgess
Vice President Of Enterprise Technology Solutions
Michelle Ortez
vice president event management at orion advisor solutions
Kris Heig
product manager | compliance director | finra licenses compliance
Other Named Kelly Shultz
Frequently asked questions
We found 4 Kelly Shultz's email addresses
We found 1 Kelly Shultz's phone numbers
Kelly Shultz's social media include: Linkedin,
Kelly Shultz works for Orion Advisor Solutions LLC
Kelly Shultz's role in Orion Advisor Solutions LLC is Senior Executive Assistant
Kelly Shultz works in the industry of Financial Services
Kelly Shultz's colleagues are Trent Mumma,Michelle Ortez,Brad Burgess
Kelly Shultz's latest job experience is Senior Executive Assistant at Orion Advisor Solutions LLC
Kelly Shultz's latest education in University of Nebraska at Omaha
