Kelsey Wheaton has a diverse background in financial services, with extensive experience at Fidelity Investments from July 2022 to August 2018, where roles included VP Branch Leader, Senior Relationship Manager, Financial Representative, Assistant Branch Leader, and Financial Consultant. Prior to that, Kelsey Wheaton worked at Vanguard as a Flagship Client Relationship Associate from February 2013 to October 2014. This progression showcases a strong foundation in client relationships and leadership within the finance industry.
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