Updated July 31 at 5:31pm

Katie Kelly

Katie Kelly has been appointed advisory associate at Kleossum.

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Katie Kelly

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Katie Kelly has been appointed advisory associate at Kleossum. In her new role, Kelly will be responsible for consulting clients on investment strategies based on their unique needs, building and maintaining customer relations, and providing support for the firm’s investment advisors. She holds a B.S. in psychology, minor in art history from Union College. •

090213Transitions, Issue 28~22, Katie Kelly , Kleossum, 28~22, issue090213export.pbn

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