Kelly Cornwell

Kelly Cornwell is a Transfer of Assets Product Owner for The Vanguard Group, Inc.’s Personal Investor website, leading a cross-functional IT and business development team focused on optimizing the transfer of assets experience for the investor. Kelly has been with Vanguard for more than 20 years, where she has held various roles within broker dealer compliance, brokerage operations, client services, and intermediary operations. 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 as the Chair of the Securities Industry and Financial Markets Association (SIFMA) Customer Account Transfer Forum and was awarded the 2018 NICSA NOVA Award for Emerging Leaders in Asset Management. She holds FINRA Series 63, 7, and 24 licenses.