KW

Kelsey Walcott

Financial Analyst

Kelsey Walcott is an experienced financial analyst and operations manager with a strong background in data analysis, project management, and client services. Formerly serving as Corporate Operations Manager at Boxing Incorporated, Kelsey enhanced efficiency and identified improvement opportunities in budgeting and operations. Subsequent roles included Financial Analyst positions at P.F. Chang's and Google, where Kelsey analyzed data to inform strategic decisions and developed key financial models. As a Wealth Management Assistant at WT Wealth Management, Kelsey supported client interactions and managed review meeting schedules. Additionally, Kelsey gained teaching experience as a Graduate Teaching Assistant at the University of Arizona, specializing in Excel-based financial modeling. Kelsey holds a Master of Science in Finance and a Bachelor of Science in Business Administration from the University of Arizona, with an emphasis in Accounting.

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United States

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