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Kerry McConville
Director - Client Experience 203.204.6632 office 475.414.6182 cell kerry@greyledge.com Kerry provides a wide range of client services which include facilitating client requests and offering skilled operational and transactional assistance with distributions, fund transfers, and establishing accounts. Kerry joined Grey Ledge Advisors as Operations Administrator in January of 2021 through the acquisition of CTMA Wealth Management. She began at CTMA Wealth Management in 2016, where she most recently served as Director of Operations. In her role she provides a wide range of client services which include facilitating client requests and offering skilled operational and transactional assistance with distributions, fund transfers, and establishing accounts. She began her career as a Business Analyst for Harte Hanks Data Technologies, a database marketing software firm for large financial institutions. Her responsibilities included expanding leadership roles in Project Management and Quality Assurance. Most recently, she worked as a Client Relationship Specialist for Clarity Software Solutions. Kerry is a graduate of Providence College with a B.S. in Math/Computer Science. Kerry resides in Madison and in her free time enjoys skiing and golfing with her husband as well as her four grown sons. Kerry has a passion for reading and has volunteered as a tutor for New Haven Reads. She hopes to resume her role at New Haven Reads shortly. |
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NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
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