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Kelli Dever Location
Norwood, MA, US
Kelli Dever Work
2024 -now Vice President, Relationship Manager @
2001 -2024 Senior Vice President, Service Director @
1996 -2001 Assistant Vice President, Manager of Fund Adminstration @
1994 -1996 Senior Compliance Analyst, Fund Compliance and Control @ Scudder, Stevens & Clark Inc.
1992 -1994 Senior Client Liaison, Investor Services Group @ The Boston Company
Kelli Dever Education
Fairfield University
Bachelor of Science (BS) (Accounting)
1988-1992
Kelli Dever Skills
Account Management
Key Account Development
Building Relationships
Investments
Financial Services
Mutual Funds
Securities
Alternative Investments
Equities
Hedge Funds
Fixed Income
Banking
Asset Management
Risk Management
Portfolio Management
Project Management
Customer Retention
Business Analysis
Microsoft Excel
Client Services
Team Building
Client Relations
Employee Engagement
Customer Service
Communication
Global Custody
Service Quality
Relationship Management
Client Service Oriented
Superior Client Service
Kelli Dever Summary
Kelli Dever, based in Norwood, MA, US, is currently a Vice President, Relationship Manager at U.S. Bank. Kelli Dever brings experience from previous roles at BNY, JPMorgan Chase, Scudder, Stevens & Clark Inc. and The Boston Company. Kelli Dever holds a 1988 - 1992 Bachelor of Science (BS) in Accounting @ Fairfield University. With a robust skill set that includes Account Management, Key Account Development, Building Relationships, Investments, Financial Services and more. Kelli Dever has 2 emails and 2 mobile phone numbers on RocketReach.
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