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Kelly Carlsen

Kelly Carlsen

Senior VP of Business Operations

Kelly Carlsen joined NetVEST in August of 2012 with an impressive track record and an unwavering commitment to excellence. Prior to NetVEST, Kelly honed her skills in various positions, gaining experience in managerial roles and as an entrepreneur. Her journey brought her to financial services, where she spent sixteen collective years at 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 heads the operations team at NetVEST. Her seasoned expertise in the industry, combined with her acute attention to detail, creates a processing department that is the backbone of the firm. She holds her Series 7 and 63 registrations and is a registered representative of Cetera Advisor Networks LLC.