Kelly Mora-Romero
- Role
- Senior Institutional Client Management Consultant at CAPTRUST
- Location
- St. Petersburg, FL, US
- LinkedIn followers
- 500 followers
About Kelly Mora-Romero
Experienced Relationship Manager with a proven track record in financial services…
Experience
Senior Institutional Client Management Consultant
Oct 2023 — Present
Skills
- Social Media
- 401k Rollovers
- Teamwork
- Marketing
- Spanish-Speaking
- Leadership
- Team Leadership
- Microsoft Word
- Public Speaking
- Stock Trading
- Microsoft Excel
- Bilingual
- Hardwork
- Qualified Retirement Plans
- Creative Writing
- Friendly Personality
- Fast-Paced
- Customer Service
- Employee Training
- Social Networking
- Automobile
- Powerpoint
- Time Management
- 401k
- Sales
- Retirement Planning
- Spanish
- Retail
- Self Directed Ira
- Microsoft Office
- Business Management
- International Business
- Microsoft Powerpoint
- Insurance
- Online Publishing
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