Kelly J. O’Shea

Assistant Trust Officer 920.967.5053

As a Assistant Trust Officer, Kelly O’Shea’s primary role is to support and assist other members of our Tax and Estate Services Department. Before joining the tax department, Kelly was a Client Representative at Legacy. She holds a Bachelors of Business Administration in Human Resources from the University of Wisconsin-Oshkosh and has over 20 years of administrative experience in various industries including executive recruiting, insurance, financial planning and tax preparation. Kelly also holds the Certified Trust and Financial Advisor designation. Prior to joining the Legacy team she was with a law firm working in the area of Trust and Estate Administration. Kelly has an affinity for organization and a high level of efficiency in her service approach with clients.