Kellie Duarte
About Kellie Duarte
Kellie Duarte is a Senior Implementation Specialist at Apex Fintech Solutions, where she conducts system demonstrations and leads client implementations. With extensive experience at Apex and Penson Financial Services, she specializes in training clients and enhancing onboarding processes.
Current Role at Apex Fintech Solutions
Kellie Duarte serves as a Senior Implementation Specialist at Apex Fintech Solutions, a position she has held since 2022. In this role, she conducts system demonstrations for prospective clients, showcasing the capabilities of Apex's offerings. She leads the segment for Institutional, Prime Brokerage, and Outsourced Broker Dealer Client Implementations. Her responsibilities include training both new and existing clients on relevant product offerings and collaborating with internal business partners to enhance client onboarding experiences.
Previous Positions at Apex Fintech Solutions
Kellie Duarte has held multiple roles at Apex Fintech Solutions prior to her current position. She worked as a Manager of Product Launch from 2012 to 2015, and later served as a Client Services Manager from 2015 to 2017. Between 2017 and 2018, she was a Sr. Client Trainer, followed by her role as a Sr. New Business Transition Specialist from 2018 to 2020. From 2020 to 2022, she worked as a Sr. Training Specialist - Implementations. Her diverse experience within the company reflects her expertise in client training and product implementation.
Experience at Penson Financial Services
Before joining Apex Fintech Solutions, Kellie Duarte worked at Penson Financial Services. She served as a Product Launch Senior Specialist from 2011 to 2012 and was a Technical Expert/Team Lead from 2000 to 2012. Her roles at Penson Financial Services provided her with a strong foundation in product launch and technical support, which she later applied in her various positions at Apex.
Client Training and Onboarding Expertise
Kellie Duarte is responsible for assessing prospective clients' business needs to determine the necessary applications for support. She focuses on training clients to ensure they understand Apex's product offerings relevant to their business lines. Her role emphasizes enhancing the client onboarding experience, which is critical for fostering successful long-term relationships with clients.