Kelly Lavieri Email & Phone Number

Founder and Chief Wealth Officer @ The Wealthy Parent LLC

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Kelly Lavieri's Location

Chicago, IL, US

Kelly Lavieri's Work

Founder and Chief Wealth Officer @ The Wealthy Parent LLC
Founder and Principal @ Adviser Checkup LLC
Chief Compliance Officer and Director of Operations @ Zuckerman Investment Group, LLC

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Director of Operations @ Zuckerman Investment Group, LLC
Operations @ Zuckerman Investment Group, LLC

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Kelly Lavieri's Education

Loyola University Chicago
Mathematics (Music Minor)
2007 - 2011

Kelly Lavieri's Skills

Moxy
APX
Report Writing

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Microsoft Excel
Software
Microsoft Office
Viola
Customer Service
Operations
Advent

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Kelly Lavieri's Summary

Kelly Lavieri, based in Chicago, IL, US, is currently a Founder and Chief Wealth Officer at The Wealthy Parent LLC, bringing experience from previous roles at Adviser Checkup LLC and Zuckerman Investment Group. Kelly Lavieri holds a 2007 - 2011 Mathematics in Music Minor @ Loyola University Chicago. With a robust skill set that includes Moxy, APX, Report Writing, Microsoft Excel, Software and more, Kelly Lavieri contributes valuable insights to the industry. Kelly Lavieri has 2 emails and 1 mobile phone number on RocketReach.

Kelly Lavieri Email Address

Found 2 email address listings:

Kelly Lavieri Phone Number

Found 1 phone number:

513739XXXX

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