Kelly Thiel in

Kelly Thiel

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Financial Services Consultant at Thiel Consulting
📍 Germantown, Wisconsin, United States

Kelly Thiel is a performance-driven financial services leader with over 25 years of experience in the wealth management industry. She specializes in pioneering new platforms and technology initiatives to drive growth and profitability for firms. She holds an MBA in Finance from Keller Graduate School of Management.

She is a graduate of the prestigious Securities Industry Institute program at The Wharton School.

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Experience
28 Years
Current Role
Financial Services Consultant
Job Level
Senior
Location
Germantown, Wisconsin, 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

Wealth Management Tech
Her career has focused on leading product development and technology initiatives, pioneering new platforms and services for wealth management firms and FinTechs.
Advisor Productivity
A core theme of her work is leading high-performing teams that help financial advisors grow their businesses and enhance their value through improved practice management.
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Career

Work history

8-2023
Financial Services Consultant
Thiel Consulting
10-2018 - 9-2023
VP, Platform Solutions/Director, Client Success
Envestnet, Inc
10-2018 - 12-2019
Principal Consultant
Thiel Consulting
2007 - 12-2017
Director, Managed Accounts
Northwestern Mutual Wealth Management Company
1-2002 - 12-2017
Director, Investment Products
Northwestern Mutual Investment Services
In the press

Media appearances

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Education
2014 - 2016
Education details unavailable
The Wharton School
1992 - 1997
Master of Business Administration - MBA
Keller Graduate School of Management
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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