Kelly Carlsen joined NetVEST in August 2012, bringing with her a distinguished career marked by a steady pursuit of excellence. Prior to her tenure at NetVEST, Kelly amassed a wealth of experience across diverse roles, showcasing her acumen and entrepreneurial spirit. Her journey in financial services spanned sixteen years and included pivotal positions at The Vanguard Group and Merrill Lynch, where she excelled in operations, client services management, and as a trusted retirement investment consultant.
At NetVEST, Kelly serves as Senior Vice President of Business Operations, where she heads up the operations team with steadfast dedication. Her expertise and meticulous attention to detail have established the operations department as the firm's cornerstone, ensuring seamless processing and operational efficiency.
Kelly holds Series 7 and 63 registrations, which highlight her commitment to professional growth and regulatory compliance as a registered representative of Cetera Wealth Services, LLC. Her positivity and tireless work ethic at NetVEST not only drives operational excellence but also reinforces the firm's reputation for delivering unparalleled service and client satisfaction. Kelly Carlsen's impactful contributions continue to elevate NetVEST's operational standards, reinforcing its position as a leader in comprehensive financial services.