Associate, Operations and Client Service
Kellie joined our Winthrop Wealth team as an Operations Associate in April 2022. She strongly emphasizes cultivating a collaborative and innovative environment to elevate organizational performance and efficiency for both internal and external stakeholders. Prior to joining the Winthrop Wealth team, Kellie served as a Client Service Associate at a Mutual Fund in Boston. She possesses a BS in Information and Communication Technologies from Florida State University and a MS in Business Operations and Management from The University of North Florida.
Outside of work, Kellie enjoys spending time with friends and family, exercising, boat days and cheering on her Jacksonville Jaguars. She also loves long walks and quality time and with her Labrador, Henry A.K.A Hank.