Kelly Wilson
About Kelly Wilson
Kelly Wilson is a Client Manager at Thomson Reuters, where she focuses on expanding client accounts and developing new product options. With a background as a Senior Vice President at Bank of America, she manages a portfolio of over 75 client relationships, generating significant annual revenue.
Work at Thomson Reuters
Kelly Wilson has served as a Client Manager at Thomson Reuters since 2015. In this role, she focuses on selling new business and expanding existing client accounts. She collaborates with Product Management to enhance and develop new product options that meet client needs. Additionally, she coordinates and delivers presentations to large groups, showcasing her ability to communicate effectively with stakeholders. Her work involves managing a portfolio of over 75 client relationships, which generates more than $7 million in annual revenue.
Previous Experience at Bank of America
Prior to her tenure at Thomson Reuters, Kelly Wilson worked at Bank of America for 28 years, from 1987 to 2015. She held the position of Senior Vice President/Trust Tax Manager during her time there. This experience provided her with extensive knowledge in financial services and client management within the Dallas/Fort Worth area.
Education and Expertise
Kelly Wilson earned a Bachelor of Science (B.S.) degree in Finance from The University of Texas at Dallas. Her educational background has equipped her with a solid foundation in financial principles, which she applies in her current role. She possesses expertise in negotiating both new and existing contracts for clients, demonstrating her strong skills in client relations and business development.
Client Relationship Management
In her role as a Client Manager, Kelly Wilson manages a diverse portfolio of over 75 client relationships. This responsibility includes generating more than $7 million in annual revenue, highlighting her effectiveness in fostering client partnerships and driving business growth. Her ability to negotiate contracts and expand client accounts is a key aspect of her professional contributions.