AdvicePay Promotes Kelsey Lewis to President
–News Direct–
AdvicePay, the industry-leading platform for processing payments and overseeing compliance of fee-for-service financial planning, announced today that it has appointed Kelsey Lewis as President, promoting the former Head of Customer Success to the No. 2 position at the company, where she will closely collaborate with founder and CEO Alan Moore to execute on his vision.
Lewis joined AdvicePay in December of 2021 as the firms first Head of Customer Success and helped build the team and systems that ensure AdvicePay is delivering on its promises to customers. In that role, Lewis worked with many of the industrys largest RIAs and broker-dealers, overseeing customer success and support efforts, including onboarding, relationship management, and solutions consulting. Her efforts ...