Kelly Brennan

I am a seasoned finance professional with over fifteen years of experience in banking, sales, and finance industries. My career has been marked by a commitment to excellence and a results-driven approach. I have a strong background in accounting and finance, complemented by extensive education and training. I pride myself on being a quick learner, able to excel under pressure while effectively communicating complex ideas.

Throughout my career, I have progressively advanced through multiple promotions at Bank of America, where I currently serve as a Client Service Representative. In this role, I cater to esteemed clientele and facilitate investment referrals to Merrill. My expertise in addressing client inquiries and offering strategic resolutions for complex scenarios has been a key factor in my success. I also have experience as a Teller Supervisor, where I developed sales goals and strategies for my team, ensuring operational efficiency and exceptional customer service.