Kelli is an Operations Associate with Transform Wealth. She brings over 30 years of experience as a client associate working at Merrill Lynch and JP Morgan, and has extensive experience working with clients, operations, and trading. Her responsibilities include helping clients service tasks and daily operational support.
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As the situation with the coronavirus (COVID-19) continues to develop, we are prepared and stand ready to support you in anyway that we can. We value your trust and want you to rest assured that we will provide seamless and reliable service during this challenging time. Learn More Here
