KELLY CONCILIO
LEESBURG,GA
Summary
- Twenty-nine years experience in all areas of client service and operational support in the Financial Services industry.
- Series 7 and 66 licensed since 2000
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach.
Overview
28
28
years of professional experience
Work History
Vice President, LPL Financial Advisor
Renasant Financial Services
09.2010 - Current
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Collaborated with team members to streamline processes and improve overall client experience.
Registered Client Service Associate, Office Manager
Wachovia Securities Financial Network
06.2003 - 09.2010
- Responsible for client service and satisfaction
- Manage all operational and compliance matters of Independent practice
- Handle all bookkeeping, including payroll, taxes, and company accounts payable.
Senior Registered Client Service Associate
UBS Paine Webber, Inc.
11.2002 - 06.2003
- Assisted three Financial Advisors with client service; orders, journals, transfers, new accounts.
Registered Client Service Associate
UBS Paine Webber, Inc.
01.2001 - 10.2002
- Assisted one of the top producers with client service; client accounts consisted of celebrities and multi-million dollar Microsoft employees
- Processed journals, transfers, orders, check requests, deposits, and all other administrative duties.
Registered Sales Assistant
USB Piper Jaffray, Inc.
11.1999 - 01.2001
- Assisted three Financial Consultants with client accounts; all administrative duties.
Sales Assistant
IJL Wachovia, Inc.
11.1998 - 10.1999
- Assisted two Financial Consultants with client accounts
- Back-up Wire Operator and Cashier.
Wire Operator, New Accounts Coordinator
Robinson-Humphrey Co. Inc.
10.1995 - 11.1998
- Entered all orders for the branch, reorg instructions, IOI's
- Handled all new account opening and paperwork for the branch.
Education
Diploma -
Gulf Breeze High School
Gulf Breeze, FL01.1991
References
Available Upon Request
Timeline
Vice President, LPL Financial Advisor
Renasant Financial Services
09.2010 - Current
Registered Client Service Associate, Office Manager
Wachovia Securities Financial Network
06.2003 - 09.2010
Senior Registered Client Service Associate
UBS Paine Webber, Inc.
11.2002 - 06.2003
Registered Client Service Associate
UBS Paine Webber, Inc.
01.2001 - 10.2002
Registered Sales Assistant
USB Piper Jaffray, Inc.
11.1999 - 01.2001
Sales Assistant
IJL Wachovia, Inc.
11.1998 - 10.1999
Wire Operator, New Accounts Coordinator
Robinson-Humphrey Co. Inc.
10.1995 - 11.1998
Diploma -
Gulf Breeze High School
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