Kelsey Woods's Location
Boston, MA, US
Kelsey Woods's Work
- Brokerage Operations Specialist II @ Wealthfront
- Brokerage Operations Specialist I @ Wealthfront
- Associate Wealth Manager @ Brophy Wealth Management, LLC
- Investment Operations Manager @ Altus Investment Group
- Branch Manager @ Bar Harbor Bank and Trust
- Relationship Management Specialist @ Rockland Trust
- Retail Banking Specialist @ Citizens
Kelsey Woods's Education
- Southern New Hampshire University
Master of Science - MS (Accounting and Finance)
2019 - 2021 - Mississippi State University
Bachelor's degree (Multi/Interdisciplinary Studies)
2012 - 2015
Kelsey Woods's Skills
- Administration
- Banking
- Retail Banking
- Microsoft Excel
- QuickBooks
Kelsey Woods's Summary
Kelsey Woods, based in Boston, MA, US, is currently a Brokerage Operations Specialist II at Wealthfront, bringing experience from previous roles at Wealthfront, Brophy Wealth Management, LLC, Altus Investment Group and Bar Harbor Bank and Trust. Kelsey Woods holds a 2019 - 2021 Master of Science - MS in Accounting and Finance @ Southern New Hampshire University. With a robust skill set that includes Administration, Banking, Retail Banking, Microsoft Excel, QuickBooks and more, Kelsey Woods contributes valuable insights to the industry. Kelsey Woods has 3 emails on RocketReach.
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