Kelly Trapp

About Kelly Trapp

I am an operations and trading leader with experience spanning investment management…

Experience

1. Investment & Portfolio Operations

   Park Capital Management

   Nov 2021 — Present · Madison, WI, US

   Identify opportunities for improving operational processes• Own the implementation of process improvements in a variety of functional areas• Assist the Chief Compliance Officer & Chief Operations Officer in ensuring compliant firm processes and procedures• Direct internal and client facing operations for the Employer Retirement Plan 401(k) department• Build and maintain all investment strategies and models in Black Diamond, in partnership with the firm\'s Portfolio Manager• Monitor opening of all new accounts and cash flows• Prepare all daily trades for the firm, in accordance with Portfolio Manager, Advisor, and/or Client instruction• Work with clients and advisors to complete account service requests• Work with advisors and Portfolio Manager to implement investment strategies• Execute quarterly billing for wealth management and 401(k) client accounts• Track advisor fees and commissions for wealth management, 401(k), and insurance and relay data to payroll

Education

• College of St. Benedict

  Bachelor of Arts

  2011 — 2013

• St. Cloud State University

  Mathematics Teacher Education

  2013 — 2015

• University of Arizona

  International/Global Studies

  2009 — 2010

Skills

• Time Management
• Public Speaking
• Management
• Leadership
• Microsoft Office
• Data Analysis
• Microsoft Word
• Critical Thinking
• Customer Service
• Research
• Social Networking
• Social Media
• Microsoft Excel
• Powerpoint
• Outlook
• Fundraising
• Epic Prelude
• Event Planning
• Higher Education
• Teamwork
• Adaptability