Colleen Kelly

Director, Senior Wealth Advisor @Lido Advisors

Dallas-Fort Worth, TX, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2023 — Present

Director, Senior Wealth Advisor @Lido Advisors

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EDUCATION

N/A

The University of Texas at Dallas

B.A., Interdisciplinary Studies

SKILLS

Customer ServiceMicrosoft ExcelForecastingTime ManagementAccount ManagementSalesSocial MediaMicrosoft OfficeFinanceManagementNegotiationPowerpointMicrosoft WordResearch

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Colleen Kelly — Director, Senior Wealth Advisor at Lido Advisors in Dallas-Fort Worth, TX, US | Unifers