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