Kelly Windorski Location
Saint Paul, MN, US
Kelly Windorski Work
- 2016 - now Chief Financial Officer @ Wealth Enhancement Group
- 2015 - 2016 Co-Founder, Managing Director | Financial, Operational, Management Consulting | Project Management @ New Paradigm Group LLC
- 2011 - 2015 VP, Assistant Treasurer | Treasury Operations, Capital and Liquidity Optimization, Risk Management @ Financial Services Company
- 2010 - 2011 Chief Financial Officer | Strategic Transformation, Risk Management, Financial Due Dilligence @ Securities America Inc.
- 2006 - 2010 VP, Lead Financial Officer - Advice and Wealth Mananagement | Business Transformation, M and A @ Financial Services Company
- 2004 - 2006 Director, Finance - Corporate Marketing | Lead Financial Officer @ Financial Services Company
- 2003 - 2004 Manager - Corporate Decision Analysis @ American Express Financial Advisors
- 2001 - 2003 Manager - Business Planning and Financial Analysis @ American Express Financial Advisors
- 1999 - 2001 Senior Financial Analyst @ American Express Financial Advisors
- 1999 - 1999 Finance Leadership Development Trainee @ American Express Financial Advisors
Kelly Windorski Education
- University of Wisconsin-Madison - School of Business1994 - 1998
Kelly Windorski Skills
- Strategic Financial Planning
- Financial Analysis
- Financial Modeling
- Finance
- Financial Services
- Series 7
- Investments
- Asset Allocation
- Risk Management
- Wealth Management
Kelly Windorski Summary
Kelly Windorski, based in Saint Paul, MN, US, is currently a Chief Financial Officer at Wealth Enhancement Group. Kelly Windorski brings experience from previous roles at New Paradigm Group LLC, Ameriprise Financial Services, Inc., Securities America, Inc. Member FINRA/SIPC and Ameriprise Financial. Kelly Windorski holds a 1994 - 1998 University of Wisconsin-Madison - School of Business. With a robust skill set that includes Strategic Financial Planning, Financial Analysis, Financial Modeling, Finance, Financial Services and more. Kelly Windorski has 2 emails and 2 mobile phone numbers on RocketReach.
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Kelly Windorski
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Minneapolis, MN, US1
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Little Silver, NJ, US23 -
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