Kellie Banta
Olathe
Summary
Dynamic operations leader specializing in strategic decision making and process optimization. Successfully directed multi-million dollar operations while fostering team development and ensuring compliance with industry regulations. Eager to leverage expertise to drive organizational success.
Overview
16
16
years of professional experience
Work History
VP of Operations/Marketing
Affinity Asset Management
Overland Park
02.2010 - 03.2026
- Directed operational strategies to enhance efficiency across diverse asset management functions.
- Managed resource allocation to optimize project execution and team performance.
- Implemented process improvements to streamline workflows and reduce operational bottlenecks.
- Oversaw compliance initiatives to ensure adherence to industry regulations and standards.
- Facilitated communication among departments to promote collaboration and information sharing.
- Mentored team members, fostering professional development and skill enhancement.
- Analyzed operational data to identify trends and inform strategic decision-making processes.
- Supervised daily operations of multi-million dollar divisional operation.
- Identified opportunities to reduce costs and improve efficiencies across all areas of operations.
- Oversaw the development and implementation of policies and procedures related to operational activities.
- Created business process flows to identify opportunities for improvement.
- Coordinated with vendors to obtain goods and services at competitive prices.
- Hired and managed employees to maximize productivity while training staff on best practices and protocol.
- Lead initiatives aimed at improving customer service levels through process optimization.
- Provided training and mentoring support for new employees in the operations department.
- Managed workforce development programs by evaluating, interpreting and enforcing human resource policies and regulations and developing industry training programs and conferences.
- Maintained relationships with external organizations such as government agencies, regulatory bodies.
- Researched underlying issues, regulatory compliance status and processes to resolve complex business issues and recommend strategic corrective actions.
- Traveled to trade shows and client meetings to promote company brand.
- Developed and managed brand identity in new market launches.
- Assisted sales team with development of aggressive sales strategies to achieve sustained market growth.
- Analyzed data from various sources to identify trends in customer demand or operational efficiency issues.
Financial Educator
The Foundation for Financial Education
Overland Park
02.2015 - 03.2026
- Developed engaging financial education curriculum for diverse audiences.
- Collaborated with community organizations to promote financial literacy programs.
- Designed resources and materials to enhance learning experiences in finance topics.
- Evaluated program effectiveness through participant feedback and assessments.
- Advocated for financial education initiatives at local community events and forums.
- Attended professional development workshops and seminars to stay abreast of new trends in education.
Veteran Advocate
US Senior Vet
Overland Park
03.2012 - 06.2018
- Advised veterans on legal rights and benefits available through federal programs.
- Reviewed case files to ensure compliance with applicable laws and regulations.
- Interpreted laws and regulations in non-complex terminology to educate individuals.
Education
Associate of Arts - Business
Oklahoma State University
Stillwater, OK05-1991
Skills
- Operational strategy
- Process improvement
- Compliance oversight
- Project management
- Vendor coordination
- Financial literacy education
- Team mentoring
- Problem solving
- Strategic decision making
- Operations management
- Strategic planning and execution
- Cost analysis and savings
- Professional demeanor
- Time management
- Employee relations
- Direct sales
- Performance evaluations
- Staff training
- Strategic partnerships
- Financial planning
Timeline
Financial Educator
The Foundation for Financial Education
02.2015 - 03.2026
Veteran Advocate
US Senior Vet
03.2012 - 06.2018
VP of Operations/Marketing
Affinity Asset Management
02.2010 - 03.2026
Associate of Arts - Business
Oklahoma State University