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Kellie C. Smith
Operations
Kellie is responsible for providing client support relative to account administrative and operational needs. She is also responsible for back office and business operations support.
Kellie earned a Bachelor Of Science degree in marketing in 2004. Prior to joining Integrated Financial Management, she served as an outreach specialist for Southwest Louisiana Area Health Education Center.
Kellie brings a valuable continuity of service to the client investment process and client experience.