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Kelly is responsible for leading marketing strategy for FuturePlan. She brings over 25 years of marketing experience in senior leadership roles at visible brands such as E*TRADE, Fidelity Investments, Allstate, and MFS Investment Management. Her B2B and B2C financial services marketing background includes retirement, insurance, investment, and stock plan product solutions. Kelly earned her BS in Business Administration from Marquette University and her MBA in Global Business from Lake Forest Graduate School of Management.