Chelsi Robertson
Manager
Phone: 503.716.9246
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Education: Bachelor of Science Finance and Economics, Eastern Washington University
Biography: Chelsi joined AKT Wealth Advisors in 2005, and is currently responsible for aspects of daily recordkeeping activities for qualified retirement plans. This includes the management and oversight of the trade processing team. Chelsi is the primary contact for plan sponsors and provides guidance about plan operations. Chelsi received a bachelor of science in Finance and Economics from Eastern Washington University.
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