Shauna Kelly-Moran is a Vice President and Client Relationship Specialist in Mesirow Wealth Management. She is responsible for day-to-day client service and communications, including client portfolio analysis, trade requests, account processing and documentation.
Shauna joined the firm in 2005 and has 18 years of experience in the financial services industry.
Shauna earned her Bachelor of Arts from the University of Iowa and holds the FIINRA Series 7 and 66 licenses.