Client Service Associate
Kelly serves RiversEdge Advisors as a Senior Client Service Associate. She strives to understand clients both personally and professionally to ensure we have the complete picture - a picture that’s always evolving. She acts as a liaison to Advisors and is instrumental in the client experience.
Kelly brings ten years of industry experience. Before joining RiversEdge, Kelly worked as a Client Service Associate for Tiedemann Advisors and JPMorgan Chase & Co. Kelly earned a B.S. in Technical Management from DeVry University and her MBA from Keller Graduate School of Management of DeVry University.