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Kelly Carlsen

Kelly Carlsen

Senior VP of Business Operations

Kelly Carlsen joined NetVEST in August of 2012 with a diverse background in financial services, management and as an entrepreneur. Before NetVEST, Kelly applied her sixteen years of financial services management skills at Bradley Wealth Management, The Vanguard Group, and Merrill Lynch in various aspects of operations, client services management and as a retirement investment consultant.            As NetVEST’s Senior Vice President of Business Operations, Kelly is engaged in the supervisory aspects of the operations and administrative branches of NetVEST. Her experience in the industry, combined with her acute attention to detail, creates a proficient oversight that benefits NetVEST’s staff as well as its clients. She holds her Series 7 and 63 registrations and is a registered representative of Cetera Advisor Networks LLC.