Kelli Dever serves as Vice President and Service Director at The Bank of New York Mellon, where she leverages her extensive experience in customer service and business development to deliver exceptional client experiences for key institutional clients managing over $100 billion in global assets. In...
Kelli Dever serves as Vice President and Service Director at The Bank of New York Mellon, where she leverages her extensive experience in customer service and business development to deliver exceptional client experiences for key institutional clients managing over $100 billion in global assets. In her current role, Kelli is instrumental in driving client satisfaction through a meticulous approach to account management and key account development. She excels in building strong relationships with clients, ensuring that their unique needs are met with tailored solutions that enhance their investment strategies across various asset classes, including mutual funds, securities, alternative investments, equities, and hedge funds.
Kelli is adept at managing complex client events and engagements, ensuring that all interactions align with the bank's developed policies and procedures. Her proactive identification of client requirements not only fosters trust but also positions The Bank of New York Mellon as a strategic partner in their financial journey. By utilizing her expertise in the financial services industry, Kelli navigates the intricacies of institutional investment management, providing insights that empower clients to make informed decisions. Her commitment to excellence and client-centric approach has made her a key player in the organization, driving business development initiatives that contribute to the overall growth and success of the firm. As she continues to evolve in her role, Kelli remains focused on enhancing client relationships and delivering value in a rapidly changing financial landscape.
