Kelly Nolan Email & Phone Number

St Petersburg, Florida, United States

Serving as a liaison between financial advisors, clients, and the department to ensure a premier client experience. Providing assistance to financial advisors and clients to answer questions and solve problems. Assisting with communication and marketing efforts to financial advisors and clients. Assisting new and ongoing administration for high-net-worth.

St Petersburg, Florida

Developed a research project outlining the Private Foundation segment and assessed the potential benefit. Created dashboards that over viewed data on how well our department did in the fiscal quarter, shown to the board. Sent out a daily contribution report, sorted various Donor Advised Fund paperwork and located missing grants. Attended many seminars and.

Westchester County, New York, United States

Developed and maintain an excel spreadsheet to analyze business expenditures against earnings. Created and maintain an excel database to store customer information accessibility to field management. Manage the day-to-day office responsibilities which included answering the phones, fielding questions, and setting up appointments for estimates.

Ridgefield, Connecticut, United States

Set up, maintain, and wait on patrons at a local Mexican restaurant. Handled various cash and credit card transactions.

South Salem New York

I was given the responsibility of of watching three kids of different age groups, one of which was autistic. I came up with activities to do that was able to be played by all kids. I was required to discipline and teach all the kids and take on a leadership roll in the house. I had to drive the kids to camp, school, and one to speech therapy and would help.