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Charles Kelsey

Vice President, Service & Operations at Mutual Group

Charles Kelsey has held various roles throughout their work experience. Charles started in 2006 as a Military Intelligence Officer in the US Army. In 2008, they joined TD Ameritrade as an Investment Consultant and later became a Client Services Assistant Manager. From 2014 to 2019, they worked at Fidelity Investments as a Client Service Manager II. In 2019, they joined Mutual Advisors, LLC as the Director of Advisory Services until 2021. Currently, they are the Vice President of Service & Operations at Mutual Group.

Charles Kelsey pursued their education at The University of Texas at Arlington. From 2002 to 2006, they obtained a Bachelor's degree in Political Science and Government. Subsequently, from 2006 to 2010, they furthered their education at the same university, earning a Master's degree in Public Administration (MPA) with a focus on Public Administration.

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Timeline

  • Vice President, Service & Operations

    December, 2021 - present

  • Director Of Service Operations At Mutual Securities Inc Mutual Advisors LLC

    January, 2021