Kelly Derrington
Client Services Manager
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:
- Updating client asset reports
- Creating graphical portfolio illustrations
- Preparing and assisting with client account transfers
- Liason with 3rd party administrators, CPAs, attorneys and mutual fund companies
- Creating quarterly newsletter
- Processing client mutual fund trade requests
