Kelli Pallansch
OPERATIONS AND CLIENT SERVICE ASSOCIATE
EDUCATION
- M.S. in Traditional Chinese Medicine
- B.A. Western Washington University
International Finance and French
International Finance and French
HIGHLIGHTS
- Self-employed as Oncology Acupunturist & Shiatsu Therapist
- Volunteer Acupuncturist at Charlotte Maxwell Clinic
Kelli works primarily with our institutional clients and team. She provides performance reporting and quantitative research that informs our portfolio management decisions. Kelli also supports our personal wealth team with technology integration solutions and reporting. Kelli previously handled operations and research roles at a large investment company.