Kelley Finnell is the Regional Administrative Assistant reporting directly to Fraj. Her responsibilities include training new associates and administrative assistants to become proficient in the "paperwork" part of the business. She also provides on going training when systems are changed. She has excellent communication skills that complement her strong technical background. The Investors' Advantage Portfolios provides services to the Money Concepts associates through Kelly. She assists the associates in the Advisor Success Track program, including Annuity Rescue and the 0BK office range.
Kelley has been with Money Concepts for 12 years. Kelley is transferred from the Colonial Region where she worked with "Woody" Tyler. Prior to that she had a position with a CPA firm and Investment department at a Bank. Kelley keeps on the cutting edge of the business by attending advanced seminars on a regular basis.
Kelley Finnell is the Regional Administrative Assistant reporting directly to Fraj. Her responsibilities include training new associates and administrative assistants to become proficient in the "paperwork" part of the business. She also provides on going training when systems are changed. She has excellent communication skills that complement her strong technical background. The Investors' Advantage Portfolios provides services to the Money Concepts associates through Kelly. She assists the associates in the Advisor Success Track program, including Annuity Rescue and the 0BK office range.
Kelley has been with Money Concepts for 12 years. Kelley is transferred from the Colonial Region where she worked with "Woody" Tyler. Prior to that she had a position with a CPA firm and Investment department at a Bank. Kelley keeps on the cutting edge of the business by attending advanced seminars on a regular basis.
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