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Kelly Grote

Senior Vice President, Wealth Manager at BNY Mellon Wealth Management

Kelly Grote has a Bachelor of Arts degree in Political Science and Government from Trinity College-Hartford. Kelly has held various positions at BNY Mellon Wealth Management, including Senior Vice President, Vice President, Associate Wealth Manager, Assistant Investment Officer, and Relationship Administrator. Previously, Kelly worked as a Relationship Manager at Talener and as a Corporate Communications Intern at PNC. Kelly has a strong background in wealth management and corporate communications.

Links

Previous companies

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Timeline

  • Senior Vice President, Wealth Manager

    August, 2023 - present

  • Vice President, Wealth Manager

    July, 2021

  • Associate Wealth Manager

    July, 2017

  • Assistant Investment Officer

    September, 2015

  • Relationship Administrator

    July, 2014