SF

Shelley Finci

Financial Literacy Coach at Community Action Marin

Shelley Finci is an experienced professional with a diverse background in financial services and client experience management. Currently serving as a Volunteer Financial Literacy Coach at Community Action Marin since July 2022, Shelley previously held significant roles at Wells Fargo as the Director of Client Experience for Private Wealth Management, where responsibilities included designing client onboarding and service standards. Experience at BlackRock involved leading global online metrics strategy and enhancing web capabilities for iShares. Additional roles include marketing consulting at HydroPoint Data Systems, VP positions at Autodesk, Charles Schwab, and Deloitte Consulting, and a finance management role at Westin Hotels. Shelley holds an MBA in General Management and Marketing from UCLA Anderson School of Management and a BS in Marketing and Accounting from the University of California, Berkeley.

Location

Larkspur, United States

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