Episode 175: Understanding Money And Finances In Network Marketing And Entrepreneurship With Kelly Soto

Networking and Marketing Made Simple · Jul 9, 2020 · 28m

Kelly A. Gormeley Soto possesses over 22 years of experience in both sales and strategic relationship management within the financial services industry.

Prior to establishing her own financial practice with Northwestern Mutual, Kelly ran point on the key accounts initiatives where she was the National Accounts Manager for ClientWise,LLC. Throughout her career, Kelly's responsibilities have included, developing and growing sales and assets across Wirehouse, RIA and Independent Broker Dealer channels. She has demonstrated the ability to foster deep relationships in her roles as National…