Kelvin So
About Kelvin So
Kelvin So is a Corporate Controller at Heffernan Insurance Brokers, where he has worked since 2023. He has a diverse background in accounting and finance, with previous roles at various organizations including Heffernan Insurance Brokers, IW Group Inc., and Entertainment Managers LLC.
Current Role as Corporate Controller
Kelvin So currently serves as the Corporate Controller at Heffernan Insurance Brokers, a position he has held since 2023. He works on-site in Walnut Creek, California. In this role, he is responsible for overseeing financial operations, ensuring compliance with accounting standards, and providing strategic financial guidance to the organization.
Previous Experience at Heffernan Insurance Brokers
Prior to his current role, Kelvin So worked at Heffernan Insurance Brokers as the Assistant Controller from 2013 to 2023. During his ten years in this position, he contributed to the financial management of the company, supporting its growth and operational efficiency in Walnut Creek, California.
Educational Background
Kelvin So has a diverse educational background. He studied at UCLA, where he earned two Bachelor of Arts degrees: one in Economics from 2006 to 2008 and another in International Development Studies from 2008 to 2010. Additionally, he completed a Certificate of Advanced Accounting Proficiency at Santa Clara University in 2012.
Early Career Experience
Kelvin So's early career included various roles in the finance and media sectors. He worked as a Media Planner at ES Advertising, Inc. from 2007 to 2008, and as a Media Biller at IW Group Inc. for four months in 2010. He also served as a Senior Accountant at Entertainment Managers LLC from 2011 to 2012, gaining valuable experience in accounting and financial management.