Years of experience: 4

United StatesVoice OverCustomer Retention SpecialistLive ChatClient Relations SpecialistCustomer Service

Trust Score

Exceptionally trusted; proven professional excellence.

80%
Kelsey's Career Path
Investment Solutions RepresentativeMay. 2025 -
Present
Fidelity InvestmentsInvestment Solutions Representative
Health Savings Account Specialist IIIApr. 2022 -
May. 2025
Fidelity InvestmentsHealth Savings Account Specialist III
New Business AssociateDec. 2015 -
Jun. 2016
Google // InfinityNew Business Associate

Kelsey's Posts

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    How I can help you

    Tackle inaccuracies with precision. Excel at repetitive tasks. Detail-oriented approach ensures data integrity and reliability.

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    People I am looking for

    Seeking diverse clients: - Open to all industries - Flexible collaboration - Commitment to excellence

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    Experience & Cases

    Achievements: - Passed SIE, Series 7, 63, 66 - Led $92k Google campaign - Promoted to Investment Advisor Clients: - Fidelity Investments - Google

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    How to contact

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