Kelly McCarthy

Sr. Client Service Representative at Mission Wealth

Kelly McCarthy is a Senior Client Service Representative at Mission Wealth, with previous experience in business operations, client development, and retail management. Kelly has a background in managing operational tasks, client relationships, and financial records across various industries, showcasing strong organizational and analytical skills. With a degree in Business Administration/Marketing, Kelly brings a wealth of knowledge and expertise to the table.

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Timeline

  • Sr. Client Service Representative

    January 1, 2024 - present

  • Customer Service Representative

    May, 2022