Kelsie Thomas Email and Phone Number
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Kelsie Thomas personal email
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Professional with 10+ years of managerial experience in a wide range of industries. 5+ years experience administering policies and procedures to mitigate business risks and ensure compliance with the applicable regulatory environment(s). Strong aptitude for learning new technology. Has a demonstrated history of adding efficiencies to manual processes, increasing cross-departmental collaboration and educating professionals on industry-relevant topics. Skilled in Microsoft Office Tools, Due Diligence, Risk Management, Regulatory Compliance, FINRA, KYC, Jira, Confluence, Salesforce, Smarsh, Customer Service, Management, Analytics and Quality Assurance.
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Compliance OfficerPalmer Square Capital Management Llc Apr 2024 - PresentMission Woods, Kansas, Us
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Vice President, Senior Compliance ProfessionalTortoiseecofin Jul 2021 - Mar 2024Overland Park, Kansas, UsMonitors business activities for compliance with both investment adviser, as well as broker-dealer specific regulationsPrepares various compliance reports and documentationProvides compliance training covering industry-relevant topics System administrator for multiple compliance technology solutions -
Senior Compliance AssociateTortoiseecofin Jan 2018 - Aug 2021Overland Park, Kansas, Us
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Customer Care ManagerXceligent Sep 2015 - Dec 2017-Managed a group of 15-20 account management professionals who focused on customer retention as well as technical support/training for proprietary software-Consulted with various business units to prioritize bug fixes, software developments, etc. -Established department metrics for performance and customer retention (as well as incentives/bonus structure)-Administered Salesforce CRM tool for organization-Sat on Change Advisory Board for discussing enterprise level risks-Assisted with quality assurance testing efforts -
Customer Care RepresentativeXceligent Jul 2013 - Sep 2015-Provided ongoing training and support to assigned region (approximately 10,000 customers) -Administered onboarding program for new hires -Engaged with development operations team on quality assurance efforts and ongoing testing of software application(s)
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Tenant ResearcherXceligent Jan 2013 - Mar 2013Maintain a database consisting of commercial real estate properties.
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Administrative AssistantOutback Steakhouse Oct 2007 - Jan 2012Tampa, Fl, Us-Management of service staff -Hiring and training coordinator for local store-Balance of nightly books
Kelsie Thomas Skills
Kelsie Thomas Education Details
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Northwest Missouri State UniversityNursing Practice -
Metropolitan Community College-Blue RiverGeneral
Frequently Asked Questions about Kelsie Thomas
What company does Kelsie Thomas work for?
Kelsie Thomas works for Palmer Square Capital Management Llc
What is Kelsie Thomas's role at the current company?
Kelsie Thomas's current role is Compliance Officer with Palmer Square Capital Management.
What is Kelsie Thomas's email address?
Kelsie Thomas's email address is kt****@****ors.com
What is Kelsie Thomas's direct phone number?
Kelsie Thomas's direct phone number is +180191*****
What schools did Kelsie Thomas attend?
Kelsie Thomas attended Northwest Missouri State University, Metropolitan Community College-Blue River.
What skills is Kelsie Thomas known for?
Kelsie Thomas has skills like Customer Service, Microsoft Office, Data Analysis, Leadership, Team Leadership, Microsoft Excel, Data Entry, Management, Salesforce.com Administration, Analysis, Microsoft Word, Strategic Planning.
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