Kelly Macdonald, Chicago Partners Wealth Advisors

Kelly Macdonald

Senior Client Services Associate

🏢 Job Change

(a month ago)

Chicago Partners Wealth Advisors

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Last interaction was ** days ago.

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CRM Data

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Account Type*** *******

Account Owner***** *******

Account Opps/Deals

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Closed Won • Oct 24

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Closed

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Past Champion

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Kellys’ Career Overlaps

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Worked in execs roles at *** together from 2021-2024

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Worked in the same department at *** together from 2021-2024

Kellys’ Past Experience

Chicago Partners Wealth Advisors
Senior Client Services Associate
Dec 24 - Present
Aon
Financial Analyst II
Jun 21- Dec 24
Aon
Finance Leadership Program Intern, Global FP&A
Jun 20- Aug 20

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