Kelly joined PFM in January 2010 to support new clients in obtaining a Payment Solutions program as well as to assist in strengthening P-Card efficiency and growth of established clients. She is responsible for delivering PFM’s on-going customer communication program, executing training in a webinar environment, providing support to our clients’ program administrators, and interfacing with BMO’s team to ensure a high level of customer satisfaction. She is also responsible for PFM’s back office services, tracking customer spend and addressing any financial issues with BMO. Kelly has seven years of P-Card experience, and her entire career history has been focused on exceptional relationship management and customer service.
Prior to joining PFM, Kelly worked for Ameriprise Financial Services, Inc. for seven years as an office director, private wealth platinum relationship manager and marketing planner. Before Ameriprise Financial, Kelly worked for Item-Eyes, Inc. (New York City Fashion Industry) for 18 years as an overseas factory compliance director and trim buyer for all private label accounts.