Shelley brings more than 10 years of financial services experience to her role as the Director of Operations, focusing on overseeing the operating procedures across the company.
Prior to joining ViaWealth, Shelley was a Director of Onboarding at Goldman Sachs – Personal Financial Management. Shelley focused on onboarding new firms and improving policies and procedures. Throughout Shelley’s financial career, she has transitioned 60+ firms and over $16 Billion of new AUM.
Shelley is a Colorado native. When not working, she enjoys spending time with her two children, Samantha and Blake and their two dogs, Tucker and Keno.