Summary
Overview
Work History
Education
Skills
Nonprofit Board Membership
Previous Experience
Timeline
Generic

Christopher L. Kelly

Doylestown,USA

Summary

Highly strategic and motivated Operations Executive with proven success in leading teams to achieve outstanding results through resource management and process optimization. Expertise in strategic planning and tactical execution, driving engagement, and ownership of innovative initiatives. Skilled in enhancing operational efficiency, reducing costs, and delivering high-quality solutions. Strong ability to identify and place top talent, fostering both personal and corporate success.

Overview

22
22
years of professional experience

Work History

Business Advisor and Consultant

Blue Merle Advisors LLC
Doylestown, PA
03.2018 - Current
  • Provided interim and fractional business advisory services to CEOs, solving complex challenges.
  • Served as a business coach and mentor, facilitating growth and strategic direction.
  • Consulted for Vistage Worldwide, Inc. and ExecHQ, delivering tailored business solutions.
  • Developed and implemented effective operational and sales strategies, enhancing client performance.

Founder & Managing Member

The Masters Agency LLC
Doylestown, PA
09.2010 - Current
  • Developed niche insurance product that increased market competitiveness.
  • Generated $500,000 in first-year revenue by launching three operations utilizing income-sharing opportunities.
  • Drove business development by negotiating contracts with strategic partners.
  • Managed relationships with third-party service providers to enhance operational performance.
  • Directed daily operations to ensure team efficiency and alignment.
  • Optimized provider relationships to support business growth initiatives.

Executive Vice President, Chief Financial & Chief Revenue Officer

Weiss Analytics Inc
Waltham, MA
07.2023 - 02.2025
  • Supported the CEO in executing financial and sales strategies for a fintech start-up.
  • Managed finance, accounting, sales, investor relations, fundraising, and legal documentation.
  • Oversaw outside sales consultants to enhance team performance and productivity.
  • Prepared and coordinated impactful sales presentations to drive client engagement.
  • Maintained a structured sales pipeline to ensure consistent revenue growth.
  • Represented the organization at industry events, conferences or trade shows as required.
  • Strategized and implemented plans to transform and revitalize operations, capitalizing on emerging industry trends.
  • Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.

Chief Operating Officer & Chief Revenue Officer

AiCurio Technology Solutions, Inc
Malvern, PA
02.2021 - 06.2023
  • Directed operations, finance, and sales for a mortgage fintech startup to support the CEO's vision.
  • Formulated strategies to enhance customer service.
  • Conducted market research analysis to identify new business opportunities.
  • Developed budgets and financial plans, ensuring fiscal compliance.
  • Cultivated relationships with investors and partners to strengthen external stakeholder engagement.
  • Manage investor relations and fundraising initiatives while overseeing legal documentation.
  • Oversaw IT security protocols to ensure compliance and safeguard sensitive data.
  • Effectively managed outside sales consultants while acquiring new accounts.
  • Conducted financial forecasting to explore strategic options and develop creative solutions to complex business issues.

President & CEO

Cosmopolitan Capital Funding, LLC
Horsham, PA
06.2014 - 02.2018
  • Company Overview: a nationwide, veteran-owned, HUD-approved, full-service commercial real estate mortgage banker, specializing in FHA-insured multimillion-dollar mortgage financing
  • Managed operations of this nationwide, veteran-owned, HUD-approved, full-service commercial real estate mortgage banker, specializing in FHA-insured multimillion-dollar mortgage financing, through nine direct reports, ensuring the achievement of planned results.
  • Achieved $200 million in new mortgage production by aligning pricing parameters with line managers.
  • Guided credit committee evaluations, protecting $50 million in jumbo loans through asset quality oversight.
  • Negotiated favorable performance parameters for multimillion-dollar loan servicing portfolio.
  • Reduced operating expenses by 26% through an equitable right-sizing plan post-acquisition.
  • Initiated first vendor management department, realizing 7% savings in outside services costs.
  • Enhanced productivity by implementing a cloud-based platform and upgrading the company website.
  • Doubled production capabilities, resulting in a $122 million boost in servicing portfolio through the acquisition of a competitor.
  • A nationwide, veteran-owned, HUD-approved, full-service commercial real estate mortgage banker, specializing in FHA-insured multimillion-dollar mortgage financing

Chief Operating Officer & Board Member

Wilmington Finance
Plymouth Meeting, PA
03.2003 - 08.2010
  • Company Overview: a top ten residential mortgage lender, with over 2,400 employees, transacting with 6,700 brokers in 12 wholesale offices, two retail offices, and one correspondent office across 42 states
  • Chief Operating Officer of this top ten residential mortgage lender, with over 2,400 employees, transacting with 6,700 brokers in 12 wholesale offices, two retail offices, and one correspondent office across 42 states.
  • Achieved average monthly closings of 6,000 mortgage loans through nine functional departments.
  • Promoted from Eastern Division Sales Manager to VP of Operations to SVP of Operations to Chief Operating Officer.
  • Elevated operational performance by opening two regional offices and hiring three managers.
  • Implemented a scorecard system, reducing loan origination deficiencies by 14%.
  • Served as primary liaison with parent company and federal regulators, enhancing relationships between entities.
  • Led a team of seven direct reports, driving efficiency in operations.
  • Transformed nine departments into scalable resources, ensuring asset quality during growth.
  • A top ten residential mortgage lender, with over 2,400 employees, transacting with 6,700 brokers in 12 wholesale offices, two retail offices, and one correspondent office across 42 states

Education

Bachelor of Science - Accounting / Finance

Shippensburg University
Shippensburg, PA

Management Certificate - Business Management

University of Central Florida
Orlando, FL

Skills

  • Operational leadership and management
  • Excellent communication and interpersonal skills
  • Financial reporting and compliance
  • Nonprofit governance
  • Team Leadership and Collaboration
  • Staff Development
  • Risk Management and Compliance
  • Analytical and Critical thinking
  • Organizational Development
  • Statistical and Data Analysis
  • Extensive Board experience
  • Employee Motivation and Performance
  • Cultural Awareness
  • Staff Recruitment and Retention
  • Strategic Partnerships
  • Operational Analysis
  • Complex Problem-solving
  • Process Improvement
  • Project Management
  • Technology Integration
  • Policies and Procedures
  • Microsoft 365 proficiency

Nonprofit Board Membership

Vice Chair of the Board, The Phoenixville Free Clinic (a non-profit free health center), 11/2017, 12/2023

Previous Experience

  • Vice President & Director of the Wholesale Lending Division, Equity One, Inc., Mt. Laurel, NJ
  • Vice President of National Mortgage Acquisitions, Citi Financial
  • Various management positions, Manufacturers Hanover Financial Services

Timeline

Executive Vice President, Chief Financial & Chief Revenue Officer

Weiss Analytics Inc
07.2023 - 02.2025

Chief Operating Officer & Chief Revenue Officer

AiCurio Technology Solutions, Inc
02.2021 - 06.2023

Business Advisor and Consultant

Blue Merle Advisors LLC
03.2018 - Current

President & CEO

Cosmopolitan Capital Funding, LLC
06.2014 - 02.2018

Founder & Managing Member

The Masters Agency LLC
09.2010 - Current

Chief Operating Officer & Board Member

Wilmington Finance
03.2003 - 08.2010

Bachelor of Science - Accounting / Finance

Shippensburg University

Management Certificate - Business Management

University of Central Florida

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Christopher L. Kelly