Kelly is a Registered Sales Assistant supporting Patrick Varney and his clients. She can help with account opening and maintenance, account transfer requests, proactive outreach and all day to day operations. She is passionate about helping people and building relationships to more deeply understand the needs of our clients.
Kelly was born and raised in Fort Collins, Colorado. She studied and played collegiate soccer at the University of Northern Colorado, graduating in 2013. She and her husband, Josh relocated the past six years where he coached Women’s Soccer at Eastern Kentucky University and North Dakota State University. They moved back to Colorado at the beginning of 2022 and he now coaches Women’s Soccer at Colorado State University. They enjoy playing soccer, hiking, and spending time with family and friends.
Prior to joining the Bank of Colorado Investments Services team in 2022, Kelly gained four years of experience in the investment industry working for both Merrill Lynch Wealth Management as a Client Associate and Northwestern Mutual as an Investment Operations Associate. She attained her Series 7 License in April 2022 and her Series 66 in September 2022. Kelly looks forward to further growing her professional career at Bank of Colorado, as well as deepening relationships with clients. Her prior work experience has helped enhance her ability to provide fundamental support and a quality experience that each client expects and deserves.