Kelly Witt
Senior Vice President | Senior Manager of Advisory Trading & Advisory Operations at Baird
- Role
- Senior Vice President - Senior Manager of Advisory Trading & Advisory Operations at Baird
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
About Kelly Witt
Dynamic, detail oriented operations manager. Skilled in People Management, Customer Service, Investment Management, Wealth Management and Separately Managed Accounts. Strong finance professional with experience developing and maintaining operational efficiencies. In her current role as manager of Advisory Operations and Advisory Trading, Kelly and her team manage the systems and processes driving Baird\'s advisory business and offer technical assistance for advisory-related platforms and workflows. She is also the product owner of the Advisory Workflow Application and a strategic leader at Baird with twenty years of experience across the operations and advisory landscape.Strengths include associate and team development, relationship management and organizational efficiencies with a strong focus on high value client service.
Experience
Senior Vice President - Senior Manager of Advisory Trading & Advisory Operations
Jan 2021 — Present · US
Education
University of Wisconsin-Whitewater
Bachelor of Arts (B.A.), Political Science and Government
1998 — 2001
Skills
- Etfs
- Wealth
- Asset Management
- Finra
- Financial Services
- Finance
- Series 7
- Investments
- Customer Service
- Securities
- Wealth Management Services
- Financial Advisory
- Separately Managed Accounts
- Portfolio Management
- Wealth Management
- Investment Advisory
- Investment Management
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