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Kelly Herd

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Kelly Herd

Trust Officer | Dimensional Fund Advisors

Texas, Austin, United States

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Kelly Herd

Summary

Kelly Herd is a seasoned professional with extensive experience in client relationship management, currently serving as a Senior Client Relationship Manager and Vice President at Dimensional Fund Advisors in Austin, Texas. With a career spanning over two decades, Kelly has held significant roles at prominent financial institutions, including BlackRock and Mellon, where she honed her expertise in client relations. She holds an MBA in Finance from the University of California, Irvine, which complements her Bachelor of Science in Finance from California State University, Fullerton. Known for her strategic approach and strong interpersonal skills, Kelly excels in fostering client trust and loyalty. Her leadership experience is evident through her tenure in various high-stakes roles, making her a valuable asset in the finance sector. Outside of work, she is passionate about emerging technologies and their impact on financial services.

General

Specialist

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Kelly Herd

Work Experience

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Senior Client Relationship Manager & VP at

Dimensional Fund Advisors

March 2014 - Present

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Kelly Herd

Education

University of California, Irvine - The Paul Merage School of Business, Master of Business Administration - MBA, Finance, General

January 1997 - January 2000

California State University, Fullerton, Bachelor of Science - BS, Finance, General

Frequently Asked Questions about Kelly Herd

What is Kelly Herd email address?

Kelly Herd's primary email address is **********@dimensional.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Kelly Herd work for?

Kelly Herd is a Trust Officer at Dimensional Fund Advisors.

Where Kelly Herd graduated from?

Kelly Herd holds a degree in null from University of California, Irvine - The Paul Merage School of Business.

How can I directly contact Kelly Herd?

To contact Kelly Herd directly, you can use the email address **********@dimensional.com. Complete contact information is available upon registration with Muraena.

Who is Kelly Herd?

Kelly Herd is a seasoned professional with extensive experience in client relationship management, currently serving as a Senior Client Relationship Manager and Vice President at Dimensional Fund Advisors in Austin, Texas. With a career spanning over two decades, Kelly has held significant roles at prominent financial institutions, including BlackRock and Mellon, where she honed her expertise in client relations. She holds an MBA in Finance from the University of California, Irvine, which complements her Bachelor of Science in Finance from California State University, Fullerton. Known for her strategic approach and strong interpersonal skills, Kelly excels in fostering client trust and loyalty. Her leadership experience is evident through her tenure in various high-stakes roles, making her a valuable asset in the finance sector. Outside of work, she is passionate about emerging technologies and their impact on financial services.

Kelly`s contact details

mail

**********@dimensional.com

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