Kelly Lake

Investment Operations Senior Officer at BrightFi

Kelly Lake is currently working as an Investment Operations Senior Officer at Octopus since January 2022. Prior to this, Kelly held positions such as Senior Operations Administrator and Asset Transfers Administrator at Raymond James, and Senior Custody Transfer Analyst and Custody Transfers Analyst at Clearstream Funds Centre Limited. Kelly also worked as a Transfer Specialist at Tilney Group and as a Dividend Processor at Pershing. With a background in administration and finance, Kelly has a strong track record of processing and settling asset transfers accurately and efficiently.

Links

Previous companies

Raymond James Financial logo
Pershing logo

Peers

View in org chart

Timeline

  • Investment Operations Senior Officer

    January, 2022 - present

A panel showing how The Org can help with contacting the right person.