Kelsey Lin

Senior Operations Manager at Creative Planning

Kelsey Lin is a seasoned professional in operations and client services, currently serving as Senior Operations Manager at Creative Planning since July 2016. Prior experience includes the role of Senior Client Services Manager at Gupta Wealth Management from May 2015 to June 2016 and Client Services Manager at DLK Investment Management between September 2012 and May 2015. Kelsey completed a Bachelor of Business Administration and a Bachelor of Arts in Sociology with a focus on Crime, Justice, Law and Society at the University of San Diego from 2006 to 2010, following graduation from Wayzata High School in 2006.

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Timeline

  • Senior Operations Manager

    July, 2016 - present