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Kelly Bundy
Financial Operations Specialist - RIA
Kelly Bundy is a Senior Client Services Associate at Empower, a financial services company.1 She has built her career in operational process management within the financial technology and Registered Investment Advisor (RIA) environments.1 Kelly's primary focus has always been on providing a positive client experience.1
Professional Experience
Kelly has been working in her current role as Senior Client Services Associate at Empower for approximately 701 days (as of the last available information).3 Prior to joining Empower, she gained experience in previous roles at Capasso Financial.2
Skills and Expertise
Kelly's background suggests she has developed expertise in:
- Operational process management
- Financial technology
- RIA environments
- Client services
Work Philosophy
Kelly appears to value companies that prioritize employee well-being. In a LinkedIn post, she expressed appreciation for organizations that understand the importance of comprehensive benefits and supporting their employees' needs.4
Location
Based on available information, Kelly Bundy is located in Quinlan, TX, United States.2
It's worth noting that Kelly tends to stay with companies for an average of 1 year and 10 months3, suggesting she has gained experience across multiple organizations in her field.