Kelli Jackson

Business Transformation Lead

Kelli Jackson has a diverse professional background spanning various roles in client services and business transformation. They began their career as an intern at Wells Fargo before earning a Bachelor's degree in Finance from Winston-Salem State University. Kelli subsequently worked at Vanguard as an Investment Professional, then moved to TIAA, where they served in multiple capacities, including Client Services Manager and Business Transformation Lead. More recently, Kelli has taken on roles as the Owner of Lion's Share Property Management LLC and a Real Estate Agent at Realty ONE Group, alongside serving as the Director of Partnerships at BBOC.

Location

Charlotte, United States

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