Kelly Webb

Kelly Webb has extensive work experience in the finance and technology sectors. Kelly worked as a VP & Sr. Institutional Client Services Consultant at William O'Neil + Co. Inc. from April 1992 to May 2020, where they provided superior service to institutional clients globally. Their responsibilities included forming valuable relationships, offering buy and sell recommendations, customized research, and market advice to increase portfolio performance. In May 2020, Kelly joined O'Neil Digital Solutions as a Sr. Product Engineer. O'Neil Digital Solutions specializes in optimizing complex end-to-end business process systems for various industries, providing services such as software engineering, systems integration, and infrastructure management. Kelly's role involves utilizing the company's CCM & CXM platform to assist clients in making complex digital transformations and better responding to their customers' needs and wants.

Kelly Webb completed their education at Loyola Marymount University. Kelly obtained a Bachelor of Business Administration (BBA) degree in Finance, General, from 1987 to 1991. Later, they pursued a Master of Business Administration (MBA) degree in Business Administration and Management, General, from 1995 to 1997. Prior to their university education, Kelly attended Narbonne High School. In addition to their academic achievements, Kelly has certifications in "Registered Representative" and "Securities Agent State Law" from FINRA, although the specific dates of obtaining these certifications are unknown.