Shauna Kelly-Moran Overview

  • Primary Position
  • Vice President...

Shauna Kelly-Moran General Information

Biography

Ms. Shauna Kelly-Moran serves as Vice President and Client Relationship Specialist, Wealth Management at Mesirow Financial. She is responsible for day-to-day client service and communications, including client portfolio analysis, trade requests, account processing, and documentation. She joined the firm in 2005 and has 11 years of experience in the financial services industry. She has built strong relationships with her clients, is well respected by her peers, and serves as an active member of the Mesirow Wealth Advisors Processing Committee.

Contact Information

Primary Position
Vice President and Client Relationship Specialist, Wealth Management, Mesirow Financial
Education
University of Iowa, BA (Bachelor of Arts)
Gender
Female
Email
sk
Phone
+1 (312)
Address
  • 353 North Clark Street
  • Chicago, IL 60654
  • United States
+1 (312)

Shauna Kelly-Moran Positions (1)

Firm name Firm type Title Location Industry Since
Mesirow Financial Service Provider Vice President and Client Relationship Specialist, Wealth Management Chicago, IL Investment Bank

Shauna Kelly-Moran FAQs

  • Who is Shauna Kelly-Moran?

    Ms. Shauna Kelly-Moran serves as Vice President and Client Relationship Specialist, Wealth Management at Mesirow Financial.

  • How much does Shauna Kelly-Moran typically invest?

    Shauna Kelly-Moran's median deal size is .

  • What is Shauna Kelly-Moran’s main position?

    Shauna Kelly-Moran’s primary position is Vice President and Client Relationship Specialist, Wealth Management.

  • What are the contact details for Shauna Kelly-Moran?

    Shauna Kelly-Moran’s email address is sk and his phone number is +1 (312) .

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