Experience
Professional Profile
Kelly is a strategic corporate finance partner with expertise in debt, equity, and financial digital transformation solutions. She has a wealth of knowledge in data analysis, risk management, financial modeling, capital structuring, digital road mapping, platform integration, and ESG performance.
Kelly has also fostered long-term relationships and emerging talent through proactive guidance around go-to-market strategies, sales/pipeline management, client engagement, and outreach activities.
Her industry experience spans domestic and international companies in professional services firms (CPAs, law firms, financial institutions, insurance, engineering, etc.), manufacturers, suppliers & distributors, disruptive tech, apparel/CPG, freight, food & beverage, import-export, and utilities, oil & gas, national infrastructure, as well as SaaS.
2021-2022
Corporate Finance & Treasury Optimization
COMERICA (NYSE: CMA)
Recruited to manage and expand 20+ client portfolio.
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Advised and proposed on capital structuring; conventional, capital markets, strategic finance, and M&A financing/growth capital, etc.
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Led teams focused on digital transformation, cashflow optimization, fintech integration, cloud-based/SaaS solutioning and M&A treasury/merchant amalgamation from introduction, discovery, pitch to implementation.
2016-2021
JPMORGAN CHASE & CO (NYSE: JPM)
Corporate Finance & Treasury Digitalization
Recruited to add a new dimension to business development and relationship expansion - using data-driven insights and digital tools to help JPMC accelerate its SF Bay Area mid-market segment.
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Strategic partner and consultant to C-suite and senior leaders helping mid-market companies develop short- and long-term growth initiatives (e.g., IPO, acquisition, private sale, etc.) through financial solutions, cross-bank relationships, and key business partnerships (e.g., PE firms, law firms, accounting firms, investment banking, etc.).
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Domestic & International Finance and Treasury Solutions: Built top-performing client portfolio of $50M to $1B companies—designing multimillion-dollar financing and cash management solutions to align with capital structuring strategy, corporate performance, and risk profiles.
2007-2015
Portfolio Manager & Treasury Specialist
U.S. BANKCORP (NYSE: USB)
Recruited to build a portfolio of Small Business clients—growing the portfolio to 100+ clients and quadrupling lending and revenue generation, while mitigating credit exposure and risk—drawing on expertise to develop financing and cash management solutions for company founders, CEOs, CFOs and executive teams.
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Solutions included conventional lending, asset-based credit and equipment finance facilities, international trade services, payable and receivable cloud-based services, capital structuring, and liquidity strategies.
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Earlier roles included management and treasury sales.
2001-2006
Analyst
CRBE GROUP INC. (NYSE: CBRE)
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Built financial models and curated market data to underwrite and analyze multi-family projects.
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Managed marketing projects and implemented creative marketing strategies to increase visibility and gain a competitive edge.
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Marketing liaison in preparing portfolios, presentations, marketing flyers, due diligence packages, and mass-mailers to national and international investors.