Position: Managing Director, Operations
Phone: +1 817 354 1090
Linkedin: View Page
OperationsKelley Tally is the Managing Director for Operations at Leo Wealth, an independent global wealth advisor. Based in Dallas/Fort Worth, Kelley is responsible for managing global back-office operations, including client billing, vendor management and IT solutions. She also supports the Financial Principal by overseeing all of the firm’s books and records for the Dallas/Fort Worth office.