Kelley Wolff
Investment Advisory Consultant at Edward Jones
- Role
- Investment Advisory Consultant at Edward Jones
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Kelley Wolff
Passion and energy run deep in everything that Kelley does. She gets excited about delivering great outcomes for her clients and stakeholders. When it comes to financial services, Kelley has a knack for understanding the client experience and the needs of Financial Advisors in running their business. She helps teams implement tools and processes that increase their efficiency and client impact. She has outstanding attention to detail in fast-paced environments and professional experience ranging from trading operations, technology training, coaching and consulting, and change management.With an MBA and experience working abroad in Sydney, Australia, Kelley brings a unique perspective to the projects she works on. She has an innate ability to build relationships with her colleagues and clients, rooted in her genuine desire to help others. Even outside of work, Kelley loves to talk about budgeting, investing, and financial planning, and promotes financial literacy in her community through her volunteer engagements with the SIFMA Foundation. She wants to help folks on their financial wellness journeys, and give them the tools, guidance, and encouragement that they need to reach their goals.
Experience
Investment Advisory Consultant
Aug 2023 — Present
Education
University of Wisconsin-Whitewater
Bachelor of Arts - BA, Spanish
2011 — 2015
University of Wisconsin-Whitewater
Bachelor of Business Adminstration - BBA, International Business
2011 — 2015
University of Wisconsin-Whitewater
Master of Business Administration - MBA, International Business
2017 — 2019
Skills
- Instructional Design
- Oracle
- Microsoft Office
- Microsoft Excel
- Powerpoint
- Report Writing
- Upk
- Social Media
- Leadership
- Public Speaking
- Data Analysis
- Event Planning
- Customer Service
- Training
- Teaching
- Marketing
- Nonprofits
- Peoplesoft Financial
- Finance
- Community Outreach
- Research
- Microsoft Word
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