Meghan Kelly

Meghan Kelly Email and Phone Number

AVP, Sales Strategy Distribution @ LPL Financial
Charlotte, NC, US
Meghan Kelly's Location
Charlotte, North Carolina, United States, United States
Meghan Kelly's Contact Details

Meghan Kelly personal email

n/a
About Meghan Kelly

Results-driven strategist with experience leading cross-functional initiatives, executive level reporting and financial services industry research.

Meghan Kelly's Current Company Details
LPL Financial

Lpl Financial

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AVP, Sales Strategy Distribution
Charlotte, NC, US
Website:
lpl.com
Employees:
14027
Meghan Kelly Work Experience Details
  • Lpl Financial
    Avp, Sales Strategy Distribution
    Lpl Financial
    Charlotte, Nc, Us
    View
  • Citizens
    Wealth Senior Strategy Consultant, Officer
    Citizens Sep 2022 - Present
    Charlotte, North Carolina, United States
    Responsible for providing support in the assessment, reporting and execution of strategic delivery through collaboration with the Wealth Leadership Team. Analyzing and outlining complex problems along with developing recommendations/solutions for the Wealth strategy. Creating executive level reporting materials for all monthly and quarterly cadences.
    View
  • Citizens
    Enterprise Payments Strategy Consultant
    Citizens Jul 2021 - Sep 2022
    Westwood, Massachusetts, United States
    Responsible for coordinating and collaborating the digital enterprise payments strategy and new product/feature development activities. Involves providing ongoing support to product managers and calculating team OKRs. This applies to solutions including B2B, B2C, C2B, C2C use cases. Includes a focus on driving client value by leveraging the ongoing payments including RTP, alternate payment models (wallets, blockchain) and overall digital evolution.Involves working closely with cash management product teams, consumer product teams, marketing, digital teams, and strategy functions; externally with Fintechs and platform/capabilities vendors.
    View
  • Citizens
    Consumer Banking Associate
    Citizens Jun 2020 - Jul 2021
    Westwood, Massachusetts, United States
    Immersive 12 month long development program designed to provide participants with hands-on experience in Consumer Banking. Rotations included: National Banking, Wealth Management, Student Lending and Enterprise Risk.
    View
  • Citizens Bank
    Core Bank Strategy Intern
    Citizens Bank Jun 2019 - Aug 2019
    Dedham, Massachusetts, United States
    Worked within the Sales, Strategy & Development team on strategic initiatives impacting the Retail Branch Network. This included providing retail branch colleagues with key programs and tools needed to help deliver enhanced customer and colleague experiences.
    View
  • Citizens Bank
    Human Resources Intern
    Citizens Bank May 2018 - Aug 2018
    Smithfield, Rhode Island
    Assisted with launch of MyCareer, a virtual career coach for colleagues at Citizens.
    View
  • Citizens Bank
    Marketing Intern
    Citizens Bank May 2017 - Sep 2017
    Dedham, Massachusetts, United States
    Organized and assisted with marketing efforts for Citizens sponsorship venues, including The Lawn on D in South Boston, Massachusetts.
    View

Meghan Kelly Skills

Microsoft Office Customer Service Leadership Time Management Teamwork Organization Skills Microsoft Excel Sales Communication Volunteering Critical Thinking Interpersonal Communication Microsoft Word Team Leadership Microsoft Powerpoint Social Media Public Speaking

Meghan Kelly Education Details

Frequently Asked Questions about Meghan Kelly

What company does Meghan Kelly work for?

Meghan Kelly works for Lpl Financial

What is Meghan Kelly's role at the current company?

Meghan Kelly's current role is AVP, Sales Strategy Distribution.

What is Meghan Kelly's email address?

Meghan Kelly's email address is me****@****ile.com

What schools did Meghan Kelly attend?

Meghan Kelly attended Suffolk University - Sawyer Business School, University Of Massachusetts Amherst.

What skills is Meghan Kelly known for?

Meghan Kelly has skills like Microsoft Office, Customer Service, Leadership, Time Management, Teamwork, Organization Skills, Microsoft Excel, Sales, Communication, Volunteering, Critical Thinking, Interpersonal Communication.

Who are Meghan Kelly's colleagues?

Meghan Kelly's colleagues are Dr. Mercedes Romero, Ph.d. Em, Cbcp, Csho, Clint Coleman, Zineb Chahdane, Wesley Liu, Cindy Pruitt, Scottie Harris, Jerry Giordano.

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