KW

Kelsey Woods

Brokerage Operations Specialist II at Wealthfront

Kelsey Woods has a diverse work experience in the financial industry. Kelsey is currently working at Wealthfront as a Brokerage Operations Specialist II since July 2022. Prior to this, they worked as a Brokerage Operations Specialist I at the same company from November 2021 to July 2022. Before joining Wealthfront, Kelsey worked at Brophy Wealth Management, LLC as an Associate Wealth Manager from 2020 to 2021. Kelsey also served as an Operations Manager at Altus Investment Group from 2019 to 2020. Kelsey's earlier experience includes working as a Branch Manager at Bar Harbor Bank and Trust from 2018 to 2019.

Kelsey Woods earned a Bachelor's degree in Multi/Interdisciplinary Studies from Mississippi State University, where they studied from 2012 to 2015. Kelsey later pursued higher education at Southern New Hampshire University, completing a Master of Science degree in Accounting and Finance from 2019 to 2021.

Links

Timeline

  • Brokerage Operations Specialist II

    July, 2022 - present

  • Brokerage Operations Specialist I

    November, 2021

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