Managing Director, Product Executive @ (November 2018 - March 2025)
Executive Director, Mortgage Operations @ (May 2017 - November 2018)
Vice President, Co-Head of Residential Mortgage @ (February 2011 - April 2017)
Vice President, Head of Service Delivery and Client Experience @ (July 2008 - February 2011)
Vice President, Head of Dallas Operations @ (July 2007 - April 2008)
Director, Mortgage Sales and Fulfillment @ (January 2001 - July 2007)
Operations Manager @ (August 1995 - January 2001)
Brian Kelly Education
University of North Florida
Master of Business Administration (MBA)
1996-1998
University of Central Florida 1989-1992
Brian Kelly Skills
Mortgage Lending
Loans
Financial Services
Portfolio Management
Equities
Fixed Income
Wealth Management
Credit
Banking
Asset Management
Sales
Capital Markets
Investments
Business Strategy
Customer Service
Management
Call Centers
Training
Leadership
Insurance
Six Sigma
Risk Management
Program Management
Business Analysis
Process Improvement
Project Management
Business Process Improvement
Marketing
Analysis
Strategic Planning
Workforce Management
Budget Management
Customer Experience
Interviewing
Customer Service Management
Series 6
Budget Forecasts
Planning Budgeting and Forecasting
Metrics Reporting
Business Analytics
Business Process Analysis
Project Management Office
Agile Project Management
Workforce Analytics
Lean Six Sigma
Insurance Needs Analysis
Estate Planning Strategies
Wealth Preservation Strategies
Financial Strategies
Retirement Planning Strategies
Social Media
Insurance Strategies
Executive Benefits Strategies
Pension Distribution Planning
Wealth Management Strategies
Ira Distribution Planning
Long Term Care Planning
Education Planning Strategies
Business Strategies
Employee Benefits
Long Term Care Planning Strategies
Wealth Accumulation
Brian Kelly Summary
Brian Kelly, based in Texas, United States, is currently a Senior Vice President, Business Execution Executive at Wells Fargo. Brian Kelly brings experience from previous roles at JPMorganChase and Goldman Sachs. Brian Kelly holds a 1996 - 1998 Master of Business Administration (MBA) @ University of North Florida. With a robust skill set that includes Mortgage Lending, Loans, Financial Services, Portfolio Management, Equities and more. Brian Kelly has 3 emails and 2 mobile phone numbers on RocketReach.
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