Kelly Robbins Casella

Director, Plan Document Services

With work experience over 17 years, this person is now working at Pentegra Retirement Services that is based in 150 as a Director, Plan Document Services. Kelly received his education from 1993 to 1997 at the Massachusetts State College of Liberal Arts, North Adams Ma. This professional lives in Thornwood, New York. To contact with Kelly, you can search for their phone or e-mail or receive exhaustive information by requesting access to the person's additional details on SoftwareOfficial.
Name variants:
Kelley Casella, Kellie Casella, Kelli Casella
Last updated May 30, 2024

Contact Information

Last Update
Jul 11, 2022
Email
kc**@pentegra.com
Location
Thornwood, NY

Workplace

Pentegra Retirement Services
Director, Plan Document Services

Industry

Financial Services

Work History

Director, Plan Document Services

701 Westchester Ave, White Plains, NY 10604
from Jan 2018

Client Transition Manager

701 Westchester Ave, White Plains, NY 10604
Nov 1999 — Feb 2014

Manager, Plan Document Services

701 Westchester Ave, White Plains, NY 10604
from Feb 2014

Customer Service Representative

Sep 1997 — Nov 1999

Occupations

Executive
Director
Accountant
Finance and Accounting Specialist
HR Specialist
Transition Manager
Operations Manager
Accounting Bookkeeper
Bookkeeper
Work Force Services

Skills

Financial Services
Mutual Funds
Investments
Relationship Management
Pensions
Retirement Planning
Banking
Securities
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