Kelly Mora-Romero

Experienced Relationship Manager with a demonstrated history of working in financial services, specialized in the retirement plan industry. Skilled in client management, ERISA, mutual funds and recordkeeping. Professional with a Bachelor's degree focused in Global Business and Marketing from the University of South Florida.

captrust.com

al.st

target.com

ascensus.com

St. Petersburg, Florida, United States

Contact info

kellymoraromero

Experience

Senior Client Management Consultant

CAPTRUST

• www.linkedin.com/company/captrust

• Full-time

Oct 2023 - Present

Tampa, Florida, United States

Co-Founder & Human Resources Manager

JNK Automation, LLC

• www.linkedin.com/company/jnk-automation-llc

Oct 2016 - Present

Saint Petersburg, FL

Senior Client Service Manager

Ascensus

• www.linkedin.com/company/ascensus

• Full-time

Feb 2022 - Sep 2023

St Petersburg, Florida, United States

Client Service Manager

Ascensus

• www.linkedin.com/company/ascensus

• Full-time

Aug 2020 - Feb 2022

Relationship Manager

PCS Retirement

• www.linkedin.com/company/pcsretirement

Apr 2018 - Jul 2020

Tampa, Florida

Client Service Specialist

Newport

• www.linkedin.com/company/newport-group

Jun 2017 - Apr 2018

Saint Petersburg, Florida