Chelsey Margo Mcshane

Current Employers

Employment History

• 05/2020 → Present
  Rbc Capital Markets, Llc
  Billings, MT
• 09/2017 → 04/2020
  Central Wellness Medical Spa
  Billings, MT
• 02/2016 → 09/2017
  Zibtek
  Draper, UT
• 01/2016 → 09/2017
  Beveled Edge Solutions Dba Chelsey Mcshane Inc.
  Bozeman, MT
• 11/2020 → Present
  City National Bank
  Billings, MT

Other Businesses

(1) NAME OF ENTITY: Yellowstone Soccer Association ADDRESS: No office Billings, MT INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Youth soccer program based in Billings, MT02/01/2024 CAPACITY: Board of Directors *, Treasurer START DATE: 02/01/2024 DUTIES Secretary: Secretary. The Secretary shall provide for the keeping of the minutes of all meetings of the Board, shall send or cause to be sent appropriate notices and agendas for all meetings of the Board, and shall act as custodian of all records and reports, and shall in general perform or cause to be performed all duties incident to the office of Secretary and such other duties as from time to time may be assigned by the President. Treasurer: The Treasurer shall cause to be kept correct and accurate accounts of the property and financial transactions of YSA and in general perform or cause to be performed all duties incident to the office of Treasurer and such other duties as may be assigned from time to time by the President. HOURS DEVOTED PER MONTH: 2 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: Education Foundation for Billings Public Schools ADDRESS: 415 N 30th St, Billings, MT 59101 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Jan 01, 2026 CAPACITY: Committee/Council Member DUTIES: Finance/Investment Committee Roles and Responsibilities: Members of the Finance/Investment Committee support the Board in fulfilling its fiduciary responsibilities by providing oversight of the Foundation's financial and investment activities. Committee members review investment performance and financial reports, ensure adherence to established policies and long-term objectives, and participate in discussions related to asset allocation, risk management, and financial strategy. Members are expected to engage in due diligence, ask informed questions, and contribute to fact-finding efforts that guide Board decision-making regarding the Foundation's investment accounts and overall financial administration. The committee is composed of board representatives as well as selected community members with knowledge of/background in investment and financial procedures. Commitment: The committee meets quarterly for approximately one hour. Members should come prepared to review materials in advance and may be asked to provide additional input between meetings as needed. HOURS DEVOTED PER MONTH: <1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: <1

Exams

• S66 Uniform Combined State Law Examination
  2020-08-26

Other Names

• Chelsey Margo Kelley
• Chelsey Margo Mcshane
• Chelsey Mcshane