Senior Vice President, Advisory Solutions and Strategic Accounts | Allianz Life Insurance Company of North America
As Senior Vice President of Advisory Solutions and Strategic Accounts at Allianz Life Insurance Company of North America (Allianz Life®), Heather Kelly is responsible for helping drive strategy, sales results, and growth through the company’s Registered Investment Advisor and Broker/Dealer partnerships.
Prior to joining Allianz Life, Kelly served as senior vice president at United Capital and executive vice president of United Capital Risk Management. She was responsible for deploying strategic initiatives to educate advisors and clients on how properly designed, executed, and managed insurance-based solutions can help address financial instability. Before joining United Capital, Kelly was managing director of Strategic Alliances at NFP Securities, and sales vice president at Leaders Group/Capitas Distributors. Kelly attended the University of California, Berkeley, Haas School of Business, and holds several designations from the American College, including: Charted Life Underwriter (CLU), Charted Financial Consultant (ChFC), and Registered Health Underwriter (RHU). She also holds FINRA Series 6, 26, and 63 securities registrations. Kelly was also honored as a nominee for Investment News’ 2019 Women to Watch.