Kelly Walsh, CIMA®, RCC®, is a results-driven financial industry leader with over 30 years of experience in various roles, including vice president of business development and practice management, and advisor coaching. Currently, as the Director of Global Wealth Consulting and Capital Markets at CGI, Kelly leverages a strong understanding of the financial landscape to help advisors and clients achieve their goals. Kelly is a passionate advocate for responsible leadership and continuous learning, holding multiple prestigious designations, including Certified Investment Management Analyst and Registered Corporate Coach. Through their extensive career, Kelly has consistently focused on enhancing client experiences and driving growth within organizations.
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