(503) 670-1958 · firstname.lastname@example.org
Kelly is often considered the glue that holds the office together. With CGC since 2006, she has worked with nearly every client and employee during her time with the company.
Kelly’s attention to detail and desire to meet clients’ needs have been instrumental in creating an excellent level of service at CGC. As a lead client service specialist and team lead for Glen, it is her goal to ensure that clients feel supported by a team of professionals. In addition to interfacing with Glen’s broad client base, she is often the main point of contact for rollovers and distributions, and as a Series 6 licensed professional, she assists clients with money movement within their accounts.
When not at work, Kelly enjoys trying new recipes and restaurants, visiting with family as often as possible, and making memories with her husband Alex and their two children, Clara and Avery.
- Series 6, 63