Kelly Durso in

Kelly Durso

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Vice President of Business Development at Osaic
📍 New York City Metropolitan Area, United States

Kelly Durso is a Vice President of Business Development at Osaic, specializing in M&A and advisor independence for RIA firms. Her extensive career includes roles at Goldman Sachs, TD Ameritrade, and Charles Schwab, consistently focusing on strategic growth for advisory firms. She is a graduate of Penn State University with a degree in Communications.

She is passionate about supporting United States military veterans and their families. Kelly has highlighted her rewarding experience with Building Homes for Heroes, a nonprofit organization that provides mortgage-free homes to injured veterans, and encourages others to support their mission.

Kellys entire career has been dedicated to partnering with and empowering independent financial advisors at major Wall Street firms.

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Experience
22 Years
Current Role
Vice President of Business Development
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Kelly shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Kelly cares about

RIA Growth Strategies
Her career is centered on partnering with RIA firms to help them achieve business growth, greater profitability, and improved operational efficiency.
Advisor Independence
A core theme of her professional focus, helping advisors establish and grow their independent practices through strategic partnerships and M&A.
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Career

Work history

6-2023
Vice President of Business Development
Osaic
1-2020 - 6-2023
Vice President
Goldman Sachs
7-2013 - 1-2020
Vice President Institutional Sales
TD Ameritrade Institutional
3-2009 - 9-2011
Relationship Manager
Charles Schwab
3-2006 - 3-2009
Senior Regional Consultant
AllianceBernstein
In the press

Media appearances

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Education
8-1998 - 10-2002
Bachelor of Arts - BA
Penn State University
1998 - 2002
Communications
Penn State University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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