Kelly Bundy
Financial Operations Specialist - RIA
Kelly Bundy is a highly motivated and passionate individual with extensive experience working in the professional business field. She holds a Bachelor of Arts degree in Sociology from Metropolitan State University of Denver. Throughout her career, Kelly has contributed new ideas and solutions to maximize positive client experiences. Her problem-solving skills and ability to work collaboratively within a professional team have helped her excel in her roles as Operations Team Lead, Operations Specialist, and Operations Associate at Personal Capital. Kelly has also worked as a Branch Office Administrator at Edward Jones and as a Gift Shop Manager/Volunteer Coordinator at Cavanaugh Flight Museum. With her diverse background, Kelly is sure to bring valuable experience and skills to any team she joins.
Kelly Bundy
Financial Operations Specialist - RIA
Kelly Bundy is a highly motivated and passionate individual with extensive experience working in the professional business field. She holds a Bachelor of Arts degree in Sociology from Metropolitan State University of Denver. Throughout her career, Kelly has contributed new ideas and solutions to maximize positive client experiences. Her problem-solving skills and ability to work collaboratively within a professional team have helped her excel in her roles as Operations Team Lead, Operations Specialist, and Operations Associate at Personal Capital. Kelly has also worked as a Branch Office Administrator at Edward Jones and as a Gift Shop Manager/Volunteer Coordinator at Cavanaugh Flight Museum. With her diverse background, Kelly is sure to bring valuable experience and skills to any team she joins.