Betterment
Kelli Cummings is a finance professional with a strong background in operations and client management. Currently serving as a Senior Operations Associate at Betterment since January 2022, Kelli is a member of the Emerging Leaders Program. Previous experience includes working as a Broker Dealer Operations Associate and Relationship Manager at hemming& Wealth Management, where responsibilities included collaborating with financial advisors and clients to ensure compliance and manage accounts. Kelli's earlier roles include Deposit Operations Specialist at United Bank, Relationship Banker at Huntington National Bank, and various positions at Ferris State University, including a Student Secretary. Kelli holds a Bachelor of Science in Finance from Ferris State University.
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Betterment
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Betterment is the largest independent digital investment advisor, offering investing and retirement solutions alongside their everyday services for spending and saving. Since 2010, Betterment has had one mission: to make people's lives better with easy-to-use, personalized investment solutions. Using cutting-edge technology, they empower hundreds of thousands of customers to manage their money – for today, tomorrow, and someday – with expert advice; automated money management tools; and tax-smart strategies designed to keep taxes low.