Sharlene Kelly

Director Retirement Plan Operations at Granite Group Advisors

Sharlene Kelly is an experienced professional in retirement plan operations and marketing, currently serving as the Director of Retirement Plan Operations at Granite Group Advisors since 2006. Responsibilities include overseeing compliance, education, campaigns, and ongoing management, while acting as a liaison between record keepers, custodians, third-party administrators, and plan sponsors. Prior experience includes roles as Marketing Manager for Digital Communications at Bowne & Company, where solutions for personalized digital communications were developed, and as Marketing Associate at Perot Systems, where customer satisfaction processes were established. Additional experience includes sales at IBM and NCR Corporation, alongside an educational background comprising an MBA in Marketing and Finance from NYU Stern School of Business and a Bachelor of Business Administration in Marketing from the University of Arizona.

Links

Previous companies

IBM logo
Dell Technologies logo

Org chart


Teams

This person is not in any teams