Kelly Windorski, CFA in

Kelly Windorski, CFA

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Chief Financial Officer at Wealth Enhancement Group
📍 Greater Minneapolis-St. Paul Area, United States

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Experience
22 Years
Current Role
Chief Financial Officer
Job Level
Leadership
Location
Greater Minneapolis-St. Paul 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

Strategic Priorities
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Career

Work history

5-2016
Chief Financial Officer
Wealth Enhancement Group
7-2015 - 5-2016
Co-Founder, Managing Director | Financial, Operational, Management Consulting | Project Management
New Paradigm Group LLC
12-2011 - 6-2015
VP, Assistant Treasurer | Treasury Operations, Capital and Liquidity Optimization, Risk Management
Ameriprise Financial Services, Inc.
6-2010 - 11-2011
Chief Financial Officer | Strategic Transformation, Risk Management, Financial Due Dilligence
Securities America, Inc. Member FINRA/SIPC
3-2006 - 5-2010
VP, Lead Financial Officer - Advice & Wealth Mananagement | Business Transformation, M&A
Ameriprise Financial
In the press

Media appearances

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Education
1994 - 1998
BBA
Wisconsin School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

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