Kellie Duarte

Kellie Duarte has over two decades of experience in the financial services industry, with a significant tenure at Apex Fintech Solutions since November 2012. Currently serving as a Senior Implementation Specialist, Kellie is responsible for onboarding various clients, including Broker Dealers and Registered Investment Advisors, to the Apex Platform. Previous roles at Apex include Sr. Training Specialist, Sr. New Business Transition Specialist, Sr. Client Trainer, Client Services Manager, and Manager, Product Launch, showcasing a strong focus on client training, system demonstrations, and operational support. Prior experience includes a role as Project Manager at 1st Global and multiple positions at Penson Financial Services, culminating in Product Launch Senior Specialist and Technical Expert/Team Lead.