Kelly Cornwell

With more than 22 years of tenure at Vanguard, Kelly has held various roles within broker dealer website client experience, broker dealer compliance, brokerage operations, client services, and intermediary operations. Kelly currently manages strategic initiatives in Transfer Agent Operations, focused on modernization, process improvement, and client experience. Throughout her career, she has partnered across the industry to enhance client service and increase automation. Her background includes extensive experience with the transfer process from both broker dealer and fund company perspectives. Prior to joining Vanguard, she was a Financial Advisor with AXA Advisors. Kelly serves on the Executive Leadership Committee of the SIFMA Customer Account Transfers Forum, and led the group, as the Chair, from 2018-2023. She was awarded the 2018 NICSA NOVA Award for Emerging Leaders in Asset Management. She holds FINRA Series 63, 7, and 24 licenses, and her Professional Scrum Product Owner (PSPO I) designation.