Kelly Bundy

Operations Team Lead at Personal Capital - Redwood City, California, US

Kelly Bundy's Colleagues at Personal Capital
Benjamin Bamford

Senior Vice President - Private Client Group

Contact Benjamin Bamford

Chelsea Edegbe

Service Operations Specialist

Contact Chelsea Edegbe

Brandon Montgomery

Financial Advisor - Client Success Advisor Team Lead

Contact Brandon Montgomery

Chris Daniels

Vice President - Financial Advisor

Contact Chris Daniels

Elvis Philip

Billing & Promotions Specialist

Contact Elvis Philip

Nick Montrose

Senior Marketing Manager, Affiliates & Partnerships

Contact Nick Montrose

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Kelly Bundy's Contact Details
HQ
(855) 855-8005
Location
Quinlan, Texas, United States
Company
Personal Capital
Kelly Bundy's Company Details
Personal Capital logo, Personal Capital contact details

Personal Capital

Redwood City, California, US • 1520 Employees
SaaS

Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well. Our free online tools allow you to view all of your accounts in one place. A powerful dashboard provides deep insights so you can understand your entire financial picture. As an investment client, your dedicated fiduciary advisor will leverage these tools to provide personalized wealth management advice that you can trust and understand. Your tailored plan dynamically evolves with your changing life, with an emphasis on holistic planning, risk management, and after-tax returns. Transform how you track and manage your financial life with Personal Capital.

Financial Planning Wealth Management Investment Advice Retirement Planning Money Management Financial Wellness Personal Finance Investment Management Services
Details about Personal Capital
Frequently Asked Questions about Kelly Bundy
Kelly Bundy currently works for Personal Capital.
Kelly Bundy's role at Personal Capital is Operations Team Lead.
Kelly Bundy's email address is ***@personalcapital.com. To view Kelly Bundy's full email address, please signup to ConnectPlex.
Kelly Bundy works in the SaaS industry.
Kelly Bundy's colleagues at Personal Capital are Benjamin Bamford, Chelsea Edegbe, Keith Brant, Brandon Montgomery, Chris Daniels, Elvis Philip, Nick Montrose and others.
Kelly Bundy's phone number is (855) 855-8005
See more information about Kelly Bundy