Christopher Thomas Kelly
New York
Summary
Versatile Professional with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within the industry where client experience talents in will be valuable.
Overview
9
9
years of professional experience
Work History
Assistant Vice President
CITI
07.2022 - Current
- Communicated with leadership teams to assist with strategic initiatives, decisions and new product offerings
- Managed, identified, updated and prioritized strategic initiatives to provide comprehensive support to senior leadership.
- Established strategy for reporting and risk analytics, identifying key needs for deliverables on $18b+ internal Structured Products portfolio.
- Assisted in rollout of multiple new Multi-Asset products and programs globally.
Associate
JPMORGAN CHASE
11.2019 - 06.2022
- Develop and maintain client base totaling over $1.3b in assets under service keeping current client plans up-to-date and prospecting for new clients on an ongoing basis
- Perform regular account maintenance, onboarding and review of clients' accounts and plans regularly to determine whether life changes, economic changes, or financial performance indicate a need for plan reassessment.
Analyst
KNOPMAN MARKS FINANCIAL TRAINING
06.2016 - 11.2019
- Main point of contact for client questions, daily triaging and providing best practices around onboarding, enrollment, study materials, and training logistics
- Manage 50 clients, 300 programs and 12k students each quarter (supporting $10M in annual revenue) by managing class and training logistics and schedules
Education
Bachelor of Science - Economics
Indiana University Bloomington
Bloomington, IN06.2018
Skills
- MS Office, Salesforce, Bloomberg, Python, VBA
Additional Information
- FINRA Series 7, FINRA Series 63/66, State Life & Heath Licensed
Timeline
Assistant Vice President
CITI
07.2022 - Current
Associate
JPMORGAN CHASE
11.2019 - 06.2022
Analyst
KNOPMAN MARKS FINANCIAL TRAINING
06.2016 - 11.2019
Bachelor of Science - Economics
Indiana University Bloomington
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