Providing excellent support for Hollencrest by performing numerous processes and functions that support client advisory services and the firm’s daily operations. Kelly also manages the firm’s financial planning technology platform. Kelly joined Hollencrest in January 2016. Her dedication, responsiveness, and attention to detail make her an essential member of the Hollencrest team.
Kelly Dang
Senior Associate Advsior
Hollencrest Capital Management
United States, California, Newport Beach
About Me
Profile Information
Senior Associate Advsior
Hollencrest Capital Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Newport Beach
California
United States
Oct 4, 2024
Work Experience
Hollencrest Capital Management
Senior Associate Advsior Aug 2022 - Present
Email: kellyd@hollencrest.com
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