Trey Kelly
Ellijay,GA
Summary
Accomplished Executive Director with over ten years of experience running a trade association of business owners, specializing in membership recruitment, raising sponsorship funds, and organizing events. In addition, an extensive political acumen and background of working with local and statewide elected officials. Key skills include marketing, communications, strategic planning and public speaking.
Overview
28
28
years of professional experience
Work History
Executive Director, Georgia Chapter
National Association of Insurance and Financial Advisors
06.2023 - Current
- Recruit members, raise sponsorship funds and organize statewide events, while running the operations of the association.
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Forge strong relationships with board members, providing regular updates on organizational progress and soliciting their expertise when needed.
Executive Director, Atlanta Chapter
National Association of Insurance and Financial Advisors
02.2014 - 06.2023
- Recruited members, raised sponsorship funds, and organized events in Metro Atlanta while running the operations of the association.
- Worked closely with organizational leadership and board of directors to guide operational strategy.
- Forge strong relationships with board members, providing regular updates on organizational progress and soliciting their expertise when needed.
Founding Partner- Henssler Norton Insurance and Risk Management
Henssler Financial
01.2012 - 02.2014
- Managed insurance agency jointly created by Henssler Financial and The Norton Agency.
Vice President-Business and Estate Planning Division
The Norton Agency
02.2007 - 01.2012
- Insurance planning for individuals and small business owners.
President-Brand Financial Services
The Brand Banking Company
01.2005 - 02.2007
- Financial Planning for individuals and small business owners while managing staff, advisors and bank personnel.
Manager, Annuity Division
The Dempsey Companies, Inc.
02.2003 - 01.2005
- Insurance Company Annuity Consultant to Financial Advisors
Financial Advisor
John Hancock Financial Services
01.1997 - 02.2003
- Financial planning for individuals and small business owners.
Education
Republican Leadership For Georgia
06.2013
Chartered Financial Consultant Designation -
American College
12.2001
Economics
University of Georgia
Athens, GA05.1996
Georgia Perimeter College
Dunwoody, GA05.1992
Greater Atlanta Christian School
Norcross, GA05.1991
Skills
- Marketing
- Communication
- Strategic Planning
- Public Speaking
- Event Planning
- Volunteer Management
- Budgeting and financial management
- Community Engagement
- Program Management
- Advocating
Volunteer Service
- Fulton County Republican Party, Chairman, 2015 to 2023
- Georgia Delegate/Alternate, Republican National Convention, 2012, 2016, 2020, 2024
- Walnut Mountain, Ellijay, Ga, Board of Directors, July 2024 to Present
- Children’s Brain Tumor Foundation Atlanta Fundraising Committee, 2005 to 2020
- Greater Atlanta Christian School, Co-Chairman, Alumni Association, 2006 to 2007
Timeline
Executive Director, Georgia Chapter
National Association of Insurance and Financial Advisors
06.2023 - Current
Executive Director, Atlanta Chapter
National Association of Insurance and Financial Advisors
02.2014 - 06.2023
Founding Partner- Henssler Norton Insurance and Risk Management
Henssler Financial
01.2012 - 02.2014
Vice President-Business and Estate Planning Division
The Norton Agency
02.2007 - 01.2012
President-Brand Financial Services
The Brand Banking Company
01.2005 - 02.2007
Manager, Annuity Division
The Dempsey Companies, Inc.
02.2003 - 01.2005
Financial Advisor
John Hancock Financial Services
01.1997 - 02.2003
Republican Leadership For Georgia
Chartered Financial Consultant Designation -
American College
Economics
University of Georgia
Georgia Perimeter College
Greater Atlanta Christian School
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