Kelly Dallas
- Role
- Senior Associate at Diversified Trust
- Location
- Memphis, TN, US
- LinkedIn followers
- 500 followers
Experience
Senior Associate
Apr 2021 — Present
Diversified Trust is an employee-owned comprehensive wealth management firm based in the Southeast with over $7 billion of client assets under management. Diversified Trust was founded in January, 1994 and has offices in Atlanta, Greensboro, Memphis and Nashville. Our clients include individuals, multi-generational families, foundations, endowments, retirement plans, and family-owned businesses. Our dedicated focus on coordinating client solutions is based upon the following tenets of service: trust, integrity, privacy, continuity, experience, and accessibility. Our goal is simple - helping our clients focus on what\'s important to them.
Skills
- Training
- Customer Service
- Actuarial Science
- Onboarding
- Airlines
- Team Building
- Payroll
- Data Analysis
- Leadership
- Human Resources
- Hris
- Employee Benefits
- Employee Relations
- Budgets
- Deferred Compensation
- Benefits Administration
- Process Improvement
- Financial Modeling
- Financial Analysis
- Strategic Planning
- Microsoft Excel
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.