Kelly Durso

Examiner
DISC Type : cs

Vice President of Business Development at Osaic

New York City Metropolitan Area, United States

Overview

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.

Personality Overview

Process Oriented

Status Quo Seeker

Overcautious

Being observant comes to them naturally.  They are thorough and always follow a systematic approach. The only way to convince them is by showing them examples and ample proof.

Topics They Care 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.
Supporting Veterans
Actively supports Building Homes for Heroes, Inc. , an organization that builds and modifies homes for injured U. S. veterans, mortgage-free.

Media Appearances

Kelly has no verified media appearances

Work History

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

Education

8-1998 - 10-2002
Bachelor of Arts - BA from Penn State University
1998 - 2002
Communications from Penn State University

More Information

Social Presence :

Prographics :

Exp : 22 Location : New York City Metropolitan Area, United States Job Level : Senior Designation : Vice President of Business Development at Osaic
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Spend time addressing concerns around risk and change, they will have them even if they don't express them
  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't rely on relationship building even if they act pleasantly
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Kelly

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Kelly take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Kelly

Personality Compatibility


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