Kelly Paulsen has extensive experience in the insurance and financial services industry, currently serving as Chief of Staff - Life at Equitable since June 2015. In this role, Kelly focuses on developing Microunits and Macrounits by implementing Agile and New Ways of Working principles. Previous positions at Equitable include Lead Product Manager for Life Protection Solutions and Senior Manager for Annuity Policy Forms, where Kelly successfully drafted policy forms and addressed regulatory requirements. Earlier experience as a Financial Advisor at Equitable Advisors involved building a substantial client base, creating personalized financial plans, and nurturing professional relationships. Kelly holds a Bachelor of Science in Biomedical Sciences from the University at Buffalo.
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