Kelly Arner
Broker-Dealer Operations Specialist at Park Avenue Securities
- Role
- Broker-dealer Operations Specialist at Park Avenue Wealth Management
- Location
- Bethlehem, PA, US
- LinkedIn followers
- 500 followers
About Kelly Arner
Client-focused financial professional with expertise in securities trading, portfolio analysis, retirement account transactions, and financial data management. Adept at managing client investment portfolios, executing transactions, and ensuring compliance with industry regulations (Series 7 & 63 licensed). Strong background in cross-departmental collaboration, financial reporting, and leveraging technology (Microsoft Dynamics) to optimize processes.
Experience
Broker-dealer Operations Specialist
Aug 2025 — Present
Education
Commonwealth University-Bloomsburg
Bachelor's of Science in Business Administration, Marketing with a Minor in Supply Chain Management
2018 — 2022
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