Kelli Waldo

VP - Corporate Finance Operations at Fisher Investments

Kelli Waldo, MBA, PMP has a diverse work experience spanning over many years. Kelli currently holds the role of VP - Corporate Finance Operations at Fisher Investments, where they have been since November 2023. Prior to this, they served as the AVP - Corporate Finance Operations at the same company from May 2021 to November 2023. Kelli also had an extensive tenure at PeaceHealth, where they held the positions of Manager - EPMO and Project Manager from January 2013 to January 2016 and October 2011 to January 2013, respectively. Kelli has also worked as a Consultant at TEKsystems, an IT Manager at Multnomah County, and a Project Manager at Altivon and Saber Consulting, Inc. Additionally, Kelli has experience as an Adjunct Professor at the University of Alaska Fairbanks and Willamette University, where they taught MBA-level Project Management courses. Overall, their background showcases a strong foundation in finance, project management, and teaching.

Kelli Waldo holds an MBA with a specialization in Business, Government, and Non-Profit Management from Willamette University, which was obtained between the years 2003 and 2005. Kelli also received the PMP certification from the Project Management Institute in 2006 and the CSM certification from Scrum Alliance in 2016. Kelli Waldo attended Plano East Senior High, although no specific degree or field of study was mentioned.

Links

Previous companies

TEKsystems logo
Willamette University logo
Multnomah County logo
PeaceHealth logo

Timeline

  • VP - Corporate Finance Operations

    November, 2023 - present

  • AVP - Corporate Finance Operations

    May, 2021

  • Project Management Team Lead

    December, 2016

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