Kelli Rawley
About Kelli Rawley
Kelli Rawley is a paraplanner at Creative Planning, where she has worked since 2022. She holds a BSBA in Accounting and an MBA from Rockhurst University and has extensive experience in various accounting and management roles across multiple companies.
Work at Creative Planning
Kelli Rawley has been employed at Creative Planning as a Paraplanner since 2022. In this role, she is responsible for assisting financial planners in preparing for client meetings, conducting research, and managing client documentation. Her experience in financial operations supports the firm's commitment to providing comprehensive financial planning services.
Education and Expertise
Kelli Rawley studied at Rockhurst University, where she earned a Bachelor of Science in Business Administration (BSBA) with a focus on Accounting from 2005 to 2009. She furthered her education by obtaining a Master of Business Administration (MBA) from the same institution, completing her studies in 2010. This educational background provides her with a strong foundation in financial management and accounting principles.
Professional Background
Kelli Rawley has a diverse professional background in accounting and financial management. Prior to her current position, she held various roles, including Controller at Brightergy for six months in 2016, and Manager of Incentive Compensation Operations at Waddell & Reed from 2019 to 2022. Her experience also includes positions at DERBIGUM Americas, Inc. as Accountant II and Accounting Supervisor, as well as roles at Pulse Systems, Inc. and The Roasterie, Inc.
Career Progression
Kelli Rawley's career reflects a steady progression through various accounting and financial roles. She began her career as an Audit Assistant at Bristol Properties, Inc. in 2008. Over the years, she advanced through positions such as Accountant I and II at DERBIGUM Americas, Inc., and held managerial roles at Brightergy and Waddell & Reed. This trajectory showcases her growth and adaptability within the finance sector.