Caroline Grace Kelly
Summary
Professional with a background in environmental studies and sustainability-focused nonprofit work, complemented by experience within the financial services industry at Wells Fargo. Experienced in research, writing, stakeholder engagement, and executive communications, with the ability to synthesize complex topics into clear, strategic messaging for diverse audiences.
Overview
5
5
years of professional experience
Work History
Securities Operations AVP, Investment Bank
Wells Fargo & Co.
Charlotte, N.C.
09.2025 - Current
- Coordinate stakeholder groups including the Investment Bank, Financial Crimes, and Client Delivery teams to enable a quick and efficient experience for large institutional clients with high-priority deadlines.
- Manage high-volume email inboxes to field questions from various trading desks, while delivering over 150 account opening approvals YTD; delivering results above expectations.
- Conducted over 130+ quality control checks on onboarding workflows to ensure accurate client data and account configurations.
- Executed in-depth regulatory research on cryptocurrency entities to identify and report emerging risks.
Strategic & Climate Risk Analyst
Wells Fargo & Co.
Charlotte, N.C.
07.2024 - 09.2025
- Provided Climate Risk oversight and industry expertise to front-line teams managing loan and investment portfolios exceeding $1B, ensuring alignment with enterprise risk standards and appetite.
- Authored climate and sustainability disclosures aligning with domestic and international regulations; conducted gap analyses on competitor disclosures and reporting.
- Enhanced third-party vendor management and technical expertise in climate models to deliver analytical tools for client-facing teams, managing $500k contracts.
- Created presentations and reports for C-suite executives to benchmark progress on strategic initiatives across seven enterprise functions and five business lines.
Producer & Lead Researcher
Public Broadcasting Service
Chapel Hill, N.C.
08.2023 - 01.2024
- Produced an explanatory documentary broadcast on PBS’s premier science program, highlighting sweet potato varieties across North Carolina and the genetic mutations and invasive species that threaten crop yields.
- Led over 150 hours of scriptwriting, shot planning and narration to create an informed product for viewers.
Conservation Researcher
The Nature Conservancy
Chapel Hill, N.C.
04.2022 - 09.2022
- Conducted 180 hours of grant-funded research to gauge community engagement and attitudes towards The Nature Conservancy’s conservation sites in Western North Carolina.
- Synthesized data from a self-made community survey and field site visits to present to key stakeholder group.
Caselaw Research Fellow
University of North Carolina Law School
Chapel Hill, N.C.
05.2021 - 08.2021
- Researched and developed caselaw on environmental justice matters in the U.S., including FEMA buyout plans, Superfund sites and regulatory takings cases using LexisNexis.
- Compiled summaries of relevant precedents and cases for a UNC Law professor in procuring additional funding.
Education
B.A. - Environmental Studies, Food Studies & Journalism Minors
The University of North Carolina At Chapel Hill
Chapel Hill, N.C.05-2024
Skills
- Data Analysis & Benchmarking
- Regulatory Compliance & Policy Governance
- Client Relationship Management (Salesforce)
- Stakeholder Engagement
- Executive-Level Presentation Development
- Business Writing
- Attention to Detail & Quality Control
- Microsoft Office Suite Proficiency
- Generative AI & Prompt Engineering
- Digital Asset Creation (Adobe, Canva)
Leadership And Community Involvement
- Council Member, Wells Fargo Early Careers Professional Development, 01/26 - Present
- VP of Mentorship, Presidential-Distinguished Toastmasters Chapter, 06/25 - Present
Timeline
Securities Operations AVP, Investment Bank
Wells Fargo & Co.
09.2025 - Current
Strategic & Climate Risk Analyst
Wells Fargo & Co.
07.2024 - 09.2025
Producer & Lead Researcher
Public Broadcasting Service
08.2023 - 01.2024
Conservation Researcher
The Nature Conservancy
04.2022 - 09.2022
Caselaw Research Fellow
University of North Carolina Law School
05.2021 - 08.2021
B.A. - Environmental Studies, Food Studies & Journalism Minors
The University of North Carolina At Chapel Hill