Kelli Sheppard

Kelli Sheppard is an experienced professional in participant and customer services, currently serving as the Manager of Participant Services at Fidelity Investments since September 2022. Prior to this role, Kelli held positions at Robinhood as Customer Experience Manager and at E*TRADE Advisor Services as Senior Manager of Client Services and Supervisor. Additionally, Kelli contributed to OppenheimerFunds as Supervisor of 529 Operations. Kelli earned a Bachelor of Arts in Communication and Media Studies from Colorado State University between 2005 and 2009.