Kelly Thomas

Managed Services Manager @Synfinii

Denver, CO, US

EMAILS

[email protected]

MOBILE NUMBERS

+91 *********19

Reveal Contact Details

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WORK HISTORY

Sep 2025 — Present

Managed Services Manager @Synfinii

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Since September 2025, SalesPage is known as Synfinii.

EDUCATION

N/A

Pueblo Community College

Business Administration and Management, General

SKILLS

Process ImprovementEquitiesWealth ManagementBloombergSecuritiesCash ManagementOptionsDerivativesAsset ManagementFinancial MarketsTradingBusiness Process ImprovementFinancial ServicesCorporate ActionsAsset AllocationMutual FundsFund AccountingSeries 6IrasSeries 24Relationship ManagementHedge FundsRetirementBondsFixed Income401kInvestmentsCapital MarketsSeries 7Retirement PlanningFinraInvestment AdvisoryPortfolio ManagementInvestment StrategiesAlternative InvestmentsSeries 63

ABOUT KELLY THOMAS

Passionate client experience leader. Known for providing exceptional customer service, building strong relationships, utilizing critical thinking and problem solving skills to drive results with successful outcomes. Passionate about working in a collaborative and innovative culture where people feel inspired to go above and beyond expectations and one in which employees take tremendous pride in being part of a winning team resulting in higher performance, increased productivity, and improved employee retention.

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