Nell Kiela

Nell works closely with Advisors and Relationship Managers. Nell coordinates day-to-day operations for the team and provides an exceptional level of service to our clients. She is an integral part of the client experience, coordinating and facilitating client account onboarding, asset flows, portfolio allocations and performance reporting. She also works closely with Chicago team members on centralized team processes by leveraging proprietary systems to drive operational efficiency and create exceptional client outcomes. Prior to joining Summit Trail, Nell was a client associate at Merrill Lynch Wealth Management. She also worked at Cost Cutters, Inc. as an accounting assistant while pursuing her bachelor’s degree.