Kelsey K. Herrera
Associate Director of Business Solutions
Kelsey joined Matter’s Denver office in 2018. A graduate from the University of Wisconsin – Madison, Kelsey has a BA in Economics. She developed an eye for detail and a knack for improving complex processes from her previous work at Pacific Premier Trust Company (formerly Pensco Trust Company), which specializes in helping clients hold private equity, real estate, notes, and other alternative assets in IRAs.
Kelsey is passionate about process development and improvement as well as continuously learning about new software and their features—a perfect skill set for her job at Matter. She supports our team by designing the systems and workflows used in our CRM and project management programs, and training fellow associates on how to best utilize our technology tools; and in turn, help them better serve our Matter families.
When she’s not reading the latest product release log, Kelsey enjoys exploring the restaurants and museums her new home, Chicagoland, has to offer. An avid reader, Kelsey likes to immerse herself in a great story to unwind after a long day—or peruse a book on behavioral economics, to help her optimize processes at home and at work.