Kelsey Carson

Operations Manager

Role
Operations Manager at California Capital Management
Location
Burbank, CA, US
LinkedIn followers
500 followers

Experience

  1. Operations Manager

    California Capital Management

    Jun 2024 — Present · Burbank, CA, US

    Develop, refine, and execute comprehensive operational strategies, policies, and procedural frameworks within Envestnet’s ecosystem to align with organizational objectives and elevate client satisfaction across service touchpoints-Lead proactive internal compliance audits and enterprise risk assessments, identifying and mitigating potential vulnerabilities to minimize organizational liability and ensure regulatory adherence-Manage high-volume client outreach and logistical coordination for office supplies and team events, ensuring seamless operational support and optimal resource allocation-Primary point person for technical issues, diagnosing and resolving system challenges to maintain business continuity and minimize downtime.

Education

  • Temple University

    Bachelor of Business Administration, Marketing

    2010 — 2014

Skills

  • Public Speaking
  • Event Planning
  • Social Media Marketing
  • Powerpoint
  • Microsoft Excel
  • Online Marketing
  • Facebook
  • Marketing
  • Social Networking
  • Wordpress
  • Customer Service
  • Microsoft Office
  • Community Involvement
  • Professional Communication
  • Leadership
  • Social Media
  • Creative Development
  • Creative Direction
  • Organization
  • Microsoft Word
  • Team Leadership

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