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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.

    Highlights

    Dec 31 · nabainc.org
    [PDF] NABA INC Annual Report 2023

    Related Questions

    What are Kelly Bundy's main responsibilities at Empower?
    How long has Kelly Bundy been working at Empower?
    What is Kelly Bundy's professional background before joining Empower?
    What projects has Kelly Bundy worked on at Empower?
    How can I connect with Kelly Bundy on LinkedIn?
    Kelly Bundy
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    Location

    Quinlan, Texas, United States