Kelly Webb

Senior Client Services Consultant

Phoenix, AZ 310.448.6957

I work closely with our clients to teach users how to get the most from our services and tailor features to work with many different investment philosophies.

I like the entrepreneurial spirit in William O’Neil + Company’s culture. I like being able to get direct feedback from our clients, bring it in to our R&D team and our analysts, and watch it impact our services. Our clients have been the source of many helpful new Panaray® features, and I enjoy seeing these features come to fruition.

I always try to be adaptable, practice self discipline, and enjoy what I do. Don’t sweat the small stuff.

I grew up playing competitive tennis. It instilled discipline and a competitive drive in me that remains today.

I studied Finance and went back to graduate school after I started working to get my MBA, both at Loyola Marymount. Working full-time and going to school taught me how to prioritize and better manage my time. I had to balance work and getting good grades while still enjoying life with friends and family. I still remember writing my thesis on flights back and forth to New York.

I enjoy the outdoors. My family and I live within minutes of lakes, hiking, dirt trails and I feel fortunate that I can get out any time of the year to enjoy them.

The best place I’ve ever visited was Tortola, one of the British Virgin Islands. I like everything about it – the crystal blue water, good people, and living on Caribbean time. I would love to get back there one day!

I always try to be adaptable, practice self discipline, and enjoy what I do. Don’t sweat the small stuff.