Kelsey Lewis

Kelsey Lewis is the recently appointed President of AdvicePay, a fee-for-service and payment processing company for financial advisors.14 Here are some key details about her:

Professional Background

• Prior to becoming President, Kelsey served as AdvicePay's inaugural Head of Customer Success since December 2021.5
• She was promoted to the President role in May 2024, making her the No. 2 executive at the company.4
• Kelsey is based in Bozeman, Montana, where AdvicePay is headquartered.2

Education and Skills

• She holds an MBA from the University of Utah.3
• During her graduate studies, Kelsey was the Founder and President of Marketing Masters, demonstrating her leadership abilities early in her career.6

Role and Responsibilities

As President of AdvicePay, Kelsey's responsibilities include:

• Overseeing day-to-day operations with CEO-like duties.1
• Guiding the company's culture and mission.3
• Leading customer success initiatives, drawing from her previous experience in that role.5

Kelsey's promotion to President came after a 14-month search process by AdvicePay, during which an external candidate was initially considered but ultimately did not work out.1 Her appointment reflects the company's confidence in her abilities to lead and drive growth in the financial technology sector.