Chelsea Lai, Cfa
About Chelsea Lai, Cfa
Chelsea Lai, CFA, currently serves as the Global Strategy and Ops lead at Jeeves. With a diverse background in finance and strategy, she has held various roles at RBC, Roynat Capital, and Jeeves over the past decade.
Current Role at Jeeves
Chelsea Lai currently serves as the Global Strategy and Ops at Jeeves, a position she has held since 2023. In this role, she is responsible for overseeing strategic initiatives and operational management on a global scale. Her expertise in strategy and operations contributes to the company's growth and efficiency in the financial technology sector.
Previous Experience at Jeeves
Prior to her current role, Chelsea Lai worked at Jeeves as the Head of Key Account Management and Ops for North America from 2022 to 2023. In this capacity, she managed key accounts and operational strategies, enhancing client relationships and optimizing service delivery.
Professional Background in Banking
Chelsea Lai has extensive experience in the banking sector. She worked at RBC Dominion Securities as an Associate Investment Advisor from 2011 to 2014 in Calgary. She then transitioned to RBC as a Commercial Account Manager for Knowledge Based Industries and Business Services, serving from 2014 to 2016 in Calgary and later as a Commercial Account Manager in Toronto for a brief period in 2017. Her role at Roynat Capital as Director & National Lead for Technology and Innovation Banking spanned from 2017 to 2020, where she focused on innovative banking solutions.
Education and Professional Qualifications
Chelsea Lai holds a Bachelor of Commerce degree in Energy Management from the University of Calgary, which she completed from 2008 to 2010. She also earned a Bachelor of Science in Psychology from the same institution, studying from 2004 to 2008. Additionally, she has been a CFA Charterholder since 2016, having pursued her studies at the CFA Institute.
Leadership Roles at Roynat Capital
At Roynat Capital, Chelsea Lai held significant leadership positions. She served as the National Director of Strategy, Technology & Innovation Banking from 2019 to 2022, where she led strategic initiatives in technology and innovation within the banking sector. Her earlier role as Director & National Lead for Technology and Innovation Banking from 2017 to 2020 further established her expertise in this area.