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Client Relationship Manager

Kelly Cruz

Client Relationship Manager


(407) 422 - 2423

Kelly studied at Pennsylvania State University and graduated with a Bachelor of Science in Biology. Before transitioning into financial services, Kelly worked as a lab technician at Penn State University, formulating magnetorheological nanowires for Nasa aerospace equipment. During her academia, Kelly competed in intramural dance, as well as Track and Field events.

Kelly has 10 years of experience in financial services, has taken her Securities Industries Essentials Exam and is currently studying for her Series 65 license. Prior to working at Delta Advisory Group, Kelly worked as a Relationship Specialist and subject-matter expert in alternative investments at Charles Schwab and focused on client retention and account restructuring in her role at Bank of New York Mellon.

Outside of work Kelly is passionate about music, visual and performing arts. She enjoys working on photography projects, choreographed dancing, and attending immersive art exhibitions.

Kelly has specialized skills in process efficiency and innovation, as well as proactive invocation of business and client needs. Kelly has historically been an effective leader in her previous roles and has created original process/training infrastructures. She enjoys building strong working-relationships and looks forward to serving our clients with a personal approach.

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