Kelly joined the Paladin Financial Inc. team in Feb 2009. Before Paladin Financial Inc., she started her financial career in at the Bank of Montreal, making her way up the bank corporate ladder to lead Business CSR. Her specific duties at that point were dealing with company’s financial transactions and referrals of any investment needs they might have.
After that, Kelly made a career move and worked at one of the largest independent investment brokerages managing and building Investment Advisor relations, staff training on mutual fund transactions and paperwork. She was also the head trade processor for the national firm.
She brings over 7 years of banking and independent brokerage experience to Paladin Financial Inc. Kelly’s current responsibilities include trading systems management, CRM, back office organization, and client relations.
