Kelsey Montoya

Kelsey is the Operations Manager for Realized Financial, Realized’s broker-dealer. Her day-to-day tasks involve working directly with management to help improve workflow and day-to-day business activities and make recommendations for business performance improvement. Additionally, she provides operational support around complex new transactions and due diligence as needed.

Kelsey brings over 10 years of experience from the retail and hospitality industries. With roles that included maximizing revenues, increasing customer satisfaction, and training development, all requiring specific attention to detail and precise follow-up.

Kelsey lives in Pflugerville, TX with her husband, Enrique, and three daughters, Keelea, Lilly, and Emma. In her free time, she enjoys spending time at local parks with the kids or taking their Miniature Schnauzer, Mia out to the dog park.