Kelsey is the Operations Manager at Cordant Wealth Partners, where she manages the day-to-day operations and administration for client accounts. In addition to enhancing the client experience through her proactive approach with their clients, Kelsey assists in developing and promoting marketing content and team communications.
Kelsey previously worked for Cordant as a Client Service Administrator from 2014 to 2016 before relocating to Richmond, Virginia with her husband. Prior to re-joining the Cordant team in 2019, she was a Portfolio Management Associate and Business Development Manager with Heritage Wealth Advisors in Richmond. Kelsey has a Bachelor of Arts degree in Psychology from the University of Virginia.
Sign up to view 0 direct reports
Get started
This person is not in any teams