Chelsea Lai
About Chelsea Lai
Chelsea Lai is a professional in Global Strategy and Operations with a diverse background in banking and account management. She has held significant roles at various financial institutions, including Roynat Capital and RBC, and has completed all three levels of the CFA program.
Current Role at Jeeves
Chelsea Lai currently holds the position of Global Strategy and Ops at Jeeves, a role she has occupied since 2023. In this capacity, she is responsible for overseeing strategic initiatives and operational efficiencies within the organization. Her experience in account management and strategic planning contributes to her effectiveness in this role.
Previous Experience at Jeeves
Before her current role, Chelsea served as Head of Key Account Management for North America at Jeeves from 2022 to 2023. In this position, she managed key client relationships and focused on enhancing customer satisfaction and retention. Her leadership in this role helped to strengthen the company's presence in the North American market.
Experience at Roynat Capital
Chelsea worked at Roynat Capital from 2019 to 2022, where she held the position of National Director, Strategy, Technology & Innovation Banking. She was responsible for developing and implementing strategic initiatives in technology and innovation banking. Prior to this role, she served as Director & National Lead, Technology and Innovation Banking from 2017 to 2020, focusing on driving innovation within the banking sector.
Background in Banking at RBC
Chelsea's career in banking includes significant roles at RBC. She worked as a Commercial Account Manager for Knowledge Based Industries and Business Services from 2014 to 2016 in Calgary, Canada Area. Additionally, she held a position as a Commercial Account Manager in 2017 for a brief period, focusing on knowledge-based industries in Toronto. Her experience at RBC provided her with a strong foundation in commercial banking and client management.
Educational Qualifications
Chelsea Lai has a diverse educational background. She studied at the University of Calgary, where she earned a Bachelor of Commerce in Energy Management and a Bachelor of Science in Psychology. Additionally, she completed all three levels of the CFA Institute program, demonstrating her commitment to professional development in finance and investment.