Kelcey Daley

Kelcey Daley serves as the Lead Client Service Associate at Merriman Wealth Management, LLC, where responsibilities include executing daily operations and managing client demands while ensuring compliance with regulations. Previous roles include Operations Project Manager and Business Coordinator at Annexus Group, and Client Services Account Specialist at Merriman Wealth Management, where Kelcey successfully implemented efficient workflows and trained advisors on CRM systems. Experience also includes a role at EY as Risk Advisory Staff, performing audits and control documentation for IT systems, and various student assistant positions at the University of Washington, where Kelcey managed communications and organized valuable resources for medical staff. Kelcey holds a Bachelor of Business Administration in Finance and Technology and Innovation Management, with a minor in Policy Studies from the University of Washington Bothell.