Kelly Weaver Pmp Email & Phone Number | Billing team leader with over 23 years of Financial Services experience. My experience can be seen in diverse areas such as team management, relationship management, billing methodologies and processes, client implementation, project management, money manager/mutual fund due diligence, portfolio optimization, performance reporting, and technology. I have an especially strong background in team dynamics and project management as it relates to acquiring, servicing, and retaining both the Broker/Dealer and Registered Investment Advisor business. Specialties: Staff Management, Billing, Client Implementation or "Onboarding", Conversions, Financial Systems Technology, Project Management

Kelly Weaver Pmp

Billing team leader with over 23 years of Financial Services experience. My experience can be seen...
6094 South Sedalia Court, Aurora, United States

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Kelly Weaver Pmp’s Email kelly.weaver@envestnet.com

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Kelly Weaver Pmp’s Location 6094 South Sedalia Court, Aurora, United States

Kelly Weaver Pmp’s Current Industry Envestnet

Kelly Weaver Pmp’s Prior Industry Envestnet Asset Management

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Vice President, Client Billing Manager

2012-01-01 00:00:00 - Present

Vice President, Client Implementations

2009-11-01 00:00:00 - 2012-01-01 00:00:00

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Kelly Weaver Pmp is a Billing team leader with over 23 years of Financial Services experience. My experience can be seen in diverse areas such as team management, relationship management, billing methodologies and processes, client implementation, project management, money manager/mutual fund due diligence, portfolio optimization, performance reporting, and technology. I have an especially strong background in team dynamics and project management as it relates to acquiring, servicing, and retaining both the Broker/Dealer and Registered Investment Advisor business. Specialties: Staff Management, Billing, Client Implementation or "Onboarding", Conversions, Financial Systems Technology, Project Management