Kelly Almonte

Client Relationship Manager at Northeast Investment Group
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • English Native or bilingual proficiency

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Bio

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Credentials

  • UBS Financial Services Inc. Important Notices
    -

Experience

  • Northeast Investment Group
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Relationship Manager
      • May 2018 - Present

    • Head of Client Relations
      • May 2018 - Present

  • UBS Financial Services
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Senior Registered Client Service Associate
      • Aug 2007 - May 2018
  • Morgan Stanley
    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Client Service Associate
      • Apr 2004 - Aug 2007

Education

  • Johnson and Wales University
    Master of Business Administration (MBA), Organizational Leadership
    2010 - 2012
  • Johnson and Wales University
    Bachelor of Science (BS), Finance and Financial Management Services
    2001 - 2005

Community

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