Kelly Roulaine
Virginia Beach,VA
Summary
Experienced leader proficient in managing financial operations with exceptional team supervision, project coordination and analytical problem-solving skills. Over 13 years of success in optimizing resource use, boosting efficiency and streamlining procedures across multiple systems and departments in order to achieve challenging targets and long-term success.
Overview
16
16
years of professional experience
Work History
Operating Officer
Brown Advisory
Norfolk, VA
02.2020 - Current
- Oversee daily operations of 3 Virginia office locations: Norfolk, Charlottesville and Richmond.
- Directly manage 2 teams of 13 professionals focused on serving clients at the highest level.
- Directly support the Head of Virginia to maintain smooth functioning of daily operations along with yearly revenue goals.
- Develop and maintain strong relationships across all departments to enhance coordination of firm wide projects and change management. Consistently work with private client, operations, compliance and technology to overcome daily and long-term challenges.
- Manage Virginia's organizational structure and resources to maintain alignment and consistency across all Brown Advisory offices.
- Develop and implement recommendations for service improvement. For example, implemented a new process to monitor clients at risk and increase retention rates.
- Planned, implemented and oversaw business-wide changes in Virginia during the integration phase of technology as a result of acquisition by Brown Advisory.
- Promote and support the firm's DE&I efforts through colleague engagement and charitable endeavors.
Director of Operations
Brown Advisory
Norfolk, VA
11.2018 - 02.2020
- Boosted team productivity through enhanced processes and workflows by streamlining and automating previously manual tasks.
- Produced regular audit reports and regularly collaborated with leadership across the firm to evaluate performance, adjust strategies and maintain agile, sustainable operations.
- Delegated assignments based on project needs and knowledge of individual team members.
- Facilitated knowledge transfer and formal trainings for Virginia colleagues as part of the integration with Brown Advisory.
Senior Data Analyst
Signature Family Wealth Advisors
Norfolk, VA
12.2011 - 11.2018
- Coordinated statistical data analysis, design, and information flow.
- Corrected any data entry error to prevent later issues such as duplication or data degradation.
- Performed system analysis, documentation, testing, implementation and user support for platform transitions.
- Created enhancements to systems such as CRM, Outlook and Excel to improve and streamline data collection.
- Produced monthly audit reports using advanced Excel spreadsheet functions.
- Identified and documented project constraints, assumptions, business impacts, risks and scope exclusions.
- Trained employees on various systems leveraged to improved data management and monitoring effectiveness.
- Recommended data standardization and usage for protection of data integrity.
- Researched and resolved issues regarding integrity of data flow into CRM databases and various portfolio management systems.
- Documented business workflows for stakeholder review.
Investment Analyst
Signature Family Wealth Advisors
Norfolk, VA
07.2008 - 12.2011
- Conducted detailed investment analysis, calculations and reports.
- Maintained close watch on financial and operational performance of different funds and made proactive adjustments to keep portfolios aligned with the stated goal.
- Investigated market changes and proposed approaches to take advantage of emerging opportunities.
- Led a weekly investment team meeting by researching, preparing and presenting economic updates likely to impact investment results.
- Maintained complex spreadsheets with data feeds to resources such as Morningstar and Bloomberg.
Education
Bachelor of Science - Finance And Economics
Old Dominion University
Norfolk, VA05.2008
Skills
- Active listening
- Colleague training/development
- Coaching and mentoring
- Relationship development
- Adaptability
- Process improvement
- Strategic planning and execution
- Critical thinking
- Decision Making
- Project management
- Change management
- Delegation
- Written and oral communication
- MS Office: Excel, Word, PowerPoint
- CRM: Salesforce and Microsoft Dynamics
Accomplishments
Designed and implemented internal audit procedures to ensure consistent data integrity across multiple platforms.
Developed cross departmental workflows resulting in greater transparency along with improved accuracy and efficiency of communication.
Led the data conversion and colleague training of a new accounting and trading system including the development of new processes and internal audit procedures resulting in a successful transfer of data and seamless transition of internal processes.
Led the integration effort for Signature Family Wealth Advisors post acquisition by Brown Advisory resulting in zero breaks in the client experience.
Timeline
Operating Officer
Brown Advisory
02.2020 - Current
Director of Operations
Brown Advisory
11.2018 - 02.2020
Senior Data Analyst
Signature Family Wealth Advisors
12.2011 - 11.2018
Investment Analyst
Signature Family Wealth Advisors
07.2008 - 12.2011
Bachelor of Science - Finance And Economics
Old Dominion University
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