Michelle Kelsey

Detail-oriented professional with robust experience in client service, program development, project management, and training. Proven track record in enhancing client satisfaction and loyalty through exceptional communication, service and prompt resolution. Results-driven with a strong focus on building relationships and fostering team collaboration. Demonstrated ability to handle multiple tasks effectively and efficiently in fast-paced environments.

Transitions Manager at Triad Wealth Partners (2025-03 – Present)

• Managed multiple simultaneous transitions, ensuring timely completion with minimal disruption to business operations
• Developed and maintained comprehensive 30-60-90-day transition plans, outlining roles, responsibilities, timelines, and milestones for successful implementation while adhering to compliance regulations
• Collaborated with cross-functional teams and provided regular status updates to senior leadership to ensure seamless communication by highlighting progress, challenges, and key accomplishments throughout the transition process
• Traveled to offices to provide assistance with transition paperwork and/or in-person training
• Facilitated training sessions on new systems and custodian platforms to improve team proficiency during and post transition
• Championed continuous improvement efforts by incorporating feedback from team members and stakeholders into future transition planning and execution strategies
• Effectively applied problem-solving abilities to predict and address unforeseen challenges that arose during the course of transition projects
• Mentored new team members on best practices for managing client transitions and project coordination
• Increased Net Promoter Score from low 30's to mid 80's as the transition manager

Transitions Manager at Carson Wealth Group (2022-06 – 2025-03)

• Developed and streamlined 12-week transition processes by implementing effective project management methodologies and communication strategies
• Led weekly calls and coordinated interdepartmental communication in preparation for the movement of client assets
• Monitored project timelines, ensuring successful transitions
• Maintained effective communication of success and potential barriers with senior level management in a timely manner throughout the transition process
• Developed and delivered training materials for staff on new systems
• Analyzed workflows and formulated processes to enhance efficiency in service delivery
• Collaborated with internal and external stakeholders to gather feedback on transition experiences for future improvements
• Created Standard Operating Procedures for the billing department
• Produced transition Powerpoint templates and streamlined the training of newly onboarded offices

Educator at Ralston Public Schools (2007-08 – 2022-06)

• Established clear objectives for lessons and projects aligned with state and district standards for class sizes between 20-35 students
• Utilized differentiated instructional techniques to enhance student engagement and learning outcomes
• Analyzed data from daily work and assessments to evaluate and improve student performance
• Facilitated team meetings with assigned staff, two to three times weekly, to promote collaboration
• Cultivated positive relationships with students, parents, staff, and community stakeholders
• Developed district-wide pacing guides and common assessments to standardize curriculum
• Implemented remedial and enrichment programs to address diverse student needs
• Contributed to the school improvement committee by evaluating student achievement data and recommending performance enhancements

Licensed Client Services/Trading Representative at TD Ameritrade (1999-01 – 2005-04)

• Processed client-directed equity, option, and mutual fund transactions
• Held Series 7 & 63 licenses; options trained by Chicago Board of Options Exchange (CBOE)
• Adhered to government and SEC monetary and trading regulations
• Participated in employee-based focus groups to enhance client experiences
• Served as coach/trainer for new employees
• Facilitated employee training on Individual Retirement Accounts (IRA's) and option trading strategies
• Researched exchange-traded funds (ETF's) and presented information during team meetings
• Assisted colleagues with Series 7 & 63 exam preparation

Master of Science in Mathematics – University of Nebraska – Lincoln (2022)

Master of Science in Educational Administration – Concordia University (2017)

Master of Science in Elementary Education – University of Nebraska – Omaha (2008)

Bachelor of Science in Elementary Education – University of Nebraska – Omaha (1997)