Kelly T.

Kelly T. has extensive experience in the banking and financial industry. Kelly currently holds the position of Vice President, Senior Commercial Real Estate Underwriter at Atlantic Union Bank since March 2020. Prior to this, they worked as a Financial Advisor at Northwestern Mutual Wealth Management Company from November 2017 to March 2020. Kelly also served as an Assistant Vice President, Medical Specialty Group at SunTrust Investment Services, Inc. from February 2015 to October 2016. Kelly T. has previous experience at Wells Fargo, starting as an Assistant Vice President, Business Banking Relationship Manager from an unspecified date to 2015, and also as an Assistant Vice President, Corporate Banking Officer- Commercial Real Estate from 1988 to 1990. Kelly began their career at Bank of America as an Assistant Vice President, Corporate Banking and Commercial Real Estate Officer from 1985 to 1987.

Kelly T. attended the University of North Carolina at Chapel Hill, where they earned a Bachelor of Science degree in Business and Finance. In 2015, they obtained an Executive Certificate in Financial Planning from the Duke University Office of Continuing Studies. Additionally, Kelly has certifications from FINRA (Financial Industry Regulatory Authority), including Series 63, Series 65, and Series 7, but they are currently inactive.