Kelli Cavey

Philanthropic Advisor

Role
Philanthropic Advisor at Embolden
Location
Omaha, NE, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

Experience

  1. Philanthropic Advisor

    Embolden

    Jun 2025 — Present

Education

  • University of Nebraska-Lincoln

    Bachelor's Degree, Major in Business Administration & Minor in History

    2001 — 2005

  • University of Nebraska College of Law

    Juris Doctor (J.D.)

    2005 — 2008

Skills

  • Editing
  • Court Appearances
  • Small Business
  • Technical Writing
  • Public Speaking
  • Estate Planning
  • Estate Administration
  • Estate Tax Planning
  • Will Drafting
  • Court Proceedings
  • Copy Editing
  • Communication Skills
  • Property Law
  • Trust Services
  • Client Relations Skills
  • Trusts
  • Client Education
  • Manage Client Relationships
  • Estate Law
  • Wills
  • Legal Issues
  • Powers of Attorney
  • New Business Development
  • Communication
  • Living Will
  • Succession Planning
  • Business Development
  • Client Presentation
  • Retirement
  • Strategic Financial Planning
  • Business Analysis
  • Corporate Law
  • Client Representation
  • Preparation of Wills
  • Conservatorships
  • Legal Writing
  • Guardianship
  • Time Management
  • Real Estate Transactions
  • Report Writing

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Kelli Cavey — Philanthropic Advisor at Embolden in Omaha, NE, US | Unifers