Kelly M.

Client Financial Services Manager at Graebel Companies

Kelly M. has a comprehensive work experience spanning over 15 years. Kelly started their career in 2006 as a Sales Assistant & Clerical Officer at RQ O'Neill. Subsequently, in 2010, they worked as a Customer Service Representative & Warehouse Manager at Medisource. In 2011, they served as a Customer Service Officer & Clerical Officer at Redemptorist Fathers, Dundalk, Co Louth.

Moving forward, Kelly joined Ulster Bank in 2013, where they held the positions of Customer Service Officer and later Financial Advisor. In 2015, they joined Bank of Ireland as a Welcome Advisor and later transitioned into the role of Financial Advisor and Bank @ Work Premier Advisor.

In 2017, Kelly joined KBC Bank Ireland in the role of Mortgage Executive, where they conducted monthly mortgage audits and managed customer financial needs and priorities. Kelly also took on the role of Management Associate and later Management Compliance Associate, where they prepared audit reports and ensured regulatory compliance.

Currently, Kelly is employed at Graebel Companies, Inc. as a Client Financial Services Manager.

Kelly M. has a strong educational background with a focus on finance and banking, as well as a bachelor's degree in microbiology. In 2016, Kelly obtained a Professional Certificate in Banking in a Digital Age from University College Dublin. This program provided a comprehensive understanding of finance in the digital age. In 2015, Kelly received a Professional Diploma in Financial Advice from the same institution. Although the field of study is not specified, this diploma likely covered various aspects of financial advisory work. Kelly's educational journey also includes a Professional Certificate in Financial Advice - Accredited Product Adviser (APA) from University College Dublin, which was completed from 2013 to 2014. This certificate specialized in savings and investments, as well as loans. Moving further back, Kelly graduated with a Bachelor of Science (B.Sc.) in Microbiology from University College Dublin in 2012. This program provided a broad foundation in microbiology.

Kelly has also obtained additional certifications throughout their career. In April 2021, Kelly completed a Mental Health First Aid course through VHI Health and Wellbeing. This certification demonstrates Kelly's knowledge and skills in providing initial support to someone experiencing mental health issues. In November 2018, Kelly obtained a Customer Experience certification from The CX Academy. This certification highlights Kelly's expertise in managing and improving the customer experience for businesses.

Overall, Kelly M.'s education history showcases a diverse range of knowledge and skills in finance, banking, microbiology, mental health, and customer experience.

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Timeline

  • Client Financial Services Manager

    June, 2021 - present