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Kelsey Carbonel
Operations Associate
ABOUT
Kelsey finds purpose in the details, in the careful behind the scenes work that keeps a client’s financial life organized, accurate, and running smoothly. She knows that confidence comes from knowing nothing has been overlooked, and she takes pride in being the steady presence that makes that possible. What drew her to financial services was the chance to pair her talent for building efficient, dependable systems with work that genuinely improves people’s lives. Her goal is simple. She wants every client to feel informed, well cared for, and supported at each step.
For more than six years, Kelsey has worked in operations for some of the world’s leading technology companies, including Meta and Google, where she supported large scale, customer facing programs. Along the way she developed real expertise in process improvement, compliance driven workflows, and cross functional collaboration, leading projects that made teams more efficient and more effective. She carries that same dedication to precision, to service, and to always finding a better way into everything she does today.
At Corinthian Wealth Management, Kelsey serves as an Operations Associate, where she puts her experience to work supporting both clients and the advisory team. She makes sure the foundation beneath every financial plan is solid and that each client interaction is handled with care, so clients can pursue their goals with clarity and confidence.
Kelsey makes her home in San Jose and treasures the time she spends with her husband, family, and friends. When she is not working, you will likely find her out on a hiking trail, staying active and playing sports, or enjoying a great meal. At her core, she believes that meaningful relationships, a habit of lifelong learning, and a genuine desire to help others are what lead to success, both in life and in work.
EDUCATION
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Bachelor of Science in Business Administration, Management Information Systems
BLOGS