Kelly Derrington

Kelly Derrington

Client Services Manager

Kelly Derrington

Operations Manager

E-mail: kderrington@amgchico.com

Kelly joined Asset Management Group in January 2004 as William Rich’s Executive Assistant.  Her responsibilities include coordinating all aspects of Mr. Rich’s Practice.  She currently maintains her Series 6 and 63 securities registrations and is a Notary Public.  Her daily responsibilities include:

  • Routinely processes client trade requests
  • Maintains and updates client information and asset allocations
  • Schedules client meetings and creates portfolio illustrations and graphs
  • Prepares and assists with client account opening and transfers of brokerage and fee based accounts
  • Creates spreadsheets on calculated cost basis, fees, gains/losses and rates of return
  • Liaison with Third Party Administrators, CPAs, Attorneys, and Stock and Mutual Fund Companies

Kelly retired from the Air Force in 2015 with over 20 years of service to include a recent deployment to Kuwait in 2012 in support of Operation Enduring Freedom.  She graduated from the University of Phoenix earning a Bachelors of Science in Management degree with honors. She is a valuable member of the Asset Management Group team and is always happy to help.

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