Keely provides operational and administrative assistance to clients as part of their wealth management team. Prior to joining Waldron, Keely worked as a Client Service Specialist for PNC Wealth Management. Keely also worked at BNY Mellon as a Client Service Representative for the Private Banking Department.
Keely enjoys spending time with friends and family, reading and vacationing at the beach.
Education & Certifications
B.A., Business Administration, Mercyhurst University
Featured in The News
Mar, 2020 | Blog
We wanted to pass along an update on the quickly changing news over the weekend and the implications to financial markets/economy. It is important to recognize that the current market and economic conditions are event driven vs. technical driven as we saw in 2008. The plumbing in the financial markets continues to be fully functioning […]
May, 2018 | Recent News
Nov, 2017 | Recent News