Shelly Kellner joined Trust Company of America (TCA) in 2012 with 14 years of investment management client service experience within the financial services industry. As regional vice president, she is responsible for sales efforts in the Rocky Mountain territory.
Prior to joining TCA, Shelly worked for various financial institutions, including State Street Corporation where her roles included head of the transitions department which was instrumental in bringing in new business globally for one of the firm’s largest clients. She was also part of the new business team at the global headquarters in Boston, MA, responsible for on-boarding new clients to the proprietary trade processing and accounting applications. Her past roles have all included developing and sustaining lasting business relationships and providing outstanding client service to both internal and external clients.
Shelly holds an MBA from Rockhurst University and a bachelor of arts in spanish and psychology from the University of Kansas. She is a Yoga Works certified yoga instructor. Shelly has worked and lived across multiple locations within the U.S, as well as Santiago de Compostela, Spain, and Munich, Germany. She is proficient in both Spanish and German and can attribute her past success in global finance to her ability to adjust quickly to new experiences and diverse cultures, both professionally and personally.