Joined Curi Capital
April 2023
Education
- Associate of Applied Sciences, Brown Mackie College
- Associate of Applied Sciences, Southwestern Michigan College
Previous Experience
- Select Rehabilitation, Therapy Program Manager
- Therapy Insights, Content Development Writer
Bio
Shelly is a Client Service Administrator at Curi Capital. She supports the wealth management team by completing administrative and organizational duties, such as creating and maintaining client records, accounts, and databases, as well as arranging for paperwork delivery and resolving custodial and third-party issues.
She came to Curi Capital from the healthcare field and holds a license as an occupational therapy assistant. Her most recent experience was eight years spent as a program manager over a rehabilitation department in a skilled nursing facility. In this position she completed complex administrative duties and collaborated with clients, families, and an interdisciplinary team.
In her free time, Shelly created a local board game group, and she hosts collaborative community building events in southwest Michigan.