Kelly Flaherty Email & Phone Number
Team Director of Operations, SVP @ Rockefeller Capital Management
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Kelly Flaherty Location
- New York, NY, US
Kelly Flaherty Work
- Team Director of Operations, SVP @ (April 2022 - Present)
- SVP, Director of Operations and Onboarding Initiatives @ (February 2021 - April 2022)
- SVP, Director of Wealth Management Administration @ (February 2020 - April 2022)
- Senior Vice President, Branch Administrator @ (February 2018 - April 2022)
- Vice President, Branch Administrator @ (March 2012 - April 2022)
- Associate @ (December 2010 - March 2012)
- Senior Client Services Associate-Wealth Management @ (December 2006 - December 2010)
Kelly Flaherty Education
- Purchase College, SUNY
B.A. (English)
2006
Kelly Flaherty Skills
- Series 99
- Financial Services
- DocuPace Technologies
- Banking
- Investments
- Microsoft Office
- Salesforce.com
- Business Relationship Management
- DocuSign
- Box.com
- Wealthbox
- Envestnet Enterprise
- Wealth Management Services
- Pershing NetX360
- TD Ameritrade Instituional
- Silverlake Jack Henry
Kelly Flaherty Summary
- Kelly Flaherty, based in New York, NY, US, is currently a Team Director of Operations, SVP at Rockefeller Capital Management. Kelly Flaherty brings experience from previous roles at Fieldpoint Private. Kelly Flaherty holds a B.A. in English @ Purchase College, SUNY. With a robust skill set that includes Series 99, Financial Services, DocuPace Technologies, Banking, Investments and more. Kelly Flaherty has 2 emails on RocketReach.
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Kelly Flaherty
Director of Athletics
Washington, DC, US
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