Operations Manager

Kelsey Strait is the Operations Manager at Munroe Murrow Wealth management. Kelsey attended the University of Vermont where she earned a Bachelor of Science in Business Administration with a concentration in Finance. Kelsey has worked in Finance Operations since 2014 she holds her Series 7 and 66 with LPL Financial. She helps with the day to day activities and supports the Advisors. Some of these duties include account opening procedures and documentation, overall account maintenance, processing of clients’ needs and resolving problems in an efficient and timely manner.