Kelsey Traylor

Kelsey Traylor is a seasoned professional with extensive experience in client services and financial operations. Currently serving as a Senior Client Success Associate at Corient since July 2023, Kelsey previously held roles at CI Brightworth Private Wealth as a Relationship Manager, where responsibilities included facilitating client onboarding and maintaining client relationships. Kelsey also worked at Wells Fargo Securities in various positions, including Client Onboarding Facilitator and Analytical Consultant, III, contributing to operational redesign and loss forecasting models. Earlier experience includes managing transitions for financial advisors at LPL Financial and trading activities at Evergreen Investments. Kelsey holds a Bachelor's Degree in Social Work from the University of North Carolina at Charlotte, with earlier studies at the University of Tennessee in Knoxville.