Kelly Lang (McNulty)

Energizer
DISC Type : I

Director of Client Services and Operations Manager at Legacy Wealth Partners LLC

Denver, Colorado, United States

Overview

As Director of Client Services and Operations Manager at Legacy Wealth Partners, Kelly focuses on streamlining operations, enhancing efficiency, and integrating technology. A graduate of Loyola Marymount University, she is dedicated to process optimization and delivering exceptional client service to support the firm’s growth.

Kelly’s background is rooted in the creative arts, specifically film and television. This interest is highlighted by an academic award in screenwriting, suggesting a passion for storytelling and media production. She also follows companies like High Noon Entertainment.

Unique fact: Kelly is a recipient of the School of Film and Television Award for Screenwriting.

Personality Overview

Relationship Oriented

Big Picture Person

Enthusiastic

They are really good at seeing what the long-term impacts of their decisions could be.  They are always positive and upbeat, so take their promises with a pinch of salt. They are friendly, approachable and love to make new connections.

Topics They Care About

Operational Efficiency
Focuses on streamlining daily operations, enhancing team efficiency, and optimizing processes at her firm.
Client Service Excellence
Her role is centered around delivering exceptional client service to support the success and growth of the firm.
Technology Integration
She actively integrates new technology to improve processes and support the firm's financial industry success.

Media Appearances

Kelly has no verified media appearances

Work History

1-2025
Director of Client Services and Operations Manager at Legacy Wealth Partners LLC
1-2023 - 1-2025
Office Manager and Senior Client Service Specialist at Legacy Wealth Partners LLC
1-2017 - 12-2022
Project Specialist at Legacy Wealth Partners LLC
8-2015 - 12-2016
Administrative Assistant to the Academic Dean & Registrar at St. John Vianney Theological Seminary
4-2014 - 8-2015
Administrative Assistant, Event Coordinator at Red Rocks Planning Group, LLC

Education

2008 - 2011
Bachelor of Arts from Loyola Marymount University

More Information

Social Presence :

Prographics :

Exp : 18 Location : Denver, Colorado, United States Job Level : Mid-senior Designation : Director of Client Services and Operations Manager at Legacy Wealth Partners LLC
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Insights For Selling To Kelly

During A Call Or A Meeting

DO's

  • Be friendly and entertaining in your conversation
  • Share some stories about how you you have helped people in similar positions succeed
  • Talk about their team and how your product will help them do things better and easier

DONT's

  • Don’t be excessively objective, be a storyteller
  • Avoid overloading them with too much detail
  • Avoid cutting into their flow

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kelly is

  • Relationship and rapport can play an important role, sometimes more than the other factors.
  • Will you ever get a clear answer from Kelly

  • They will probably never say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Kelly move?

  • They are not the quickest decision makers, their friendly attitude could be misleading.
  • Can Kelly take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Kelly

Personality Compatibility


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