John Kelly Email & Phone Number
Associate Director - Customer Success @ Asset Vantage
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John Kelly Location
- Myrtle Beach, SC, US
John Kelly Work
- Associate Director - Customer Success @ (May 2026 - Present)
- Senior Project Manager and Client Services @ (June 2023 - February 2025)
- Project Manager and Business Analyst with Ledgex @ (April 2021 - June 2023)
- Project Manager and Business Consultant @ 621 Consulting (November 2018 - April 2021)
- Business Analyst - FSRR Group - Form PF automation initiative @ Citco Technology Management (November 2017 - November 2018)
- Business Analyst @ (December 2015 - November 2017)
- Project Manager and Implementation Consultant @ 621 Consulting (October 2013 - December 2015)
- Product Manager - Broadcaster and PFCX products @ TKS Solutions (February 2012 - October 2013)
- Strategic Client Liaison @ TKS Solutions (November 2010 - February 2012)
- VP Client Services @ TKS Solutions (November 2007 - November 2010)
- Consultant IV @ (July 2007 - November 2007)
- Project Manager @ (November 2005 - June 2007)
John Kelly Education
- Manhattan University
Bachelors of Science (Accounting)
John Kelly Skills
- AI Agents
- Accounting
- Accounting Standards
- Active Listening
- Agile Methodologies
- Alternative Investments
- Artificial Intelligence (AI)
- Artificial Intelligence for Business
- Asset Management
- Back Office
- Budgeting
- Business Development
- Client Services
- Communication
- Consulting
- Critical Thinking
- Cross-functional Team Leadership
- Customer Relationship Management (CRM)
- Customer Satisfaction
- Customer Service
- Customer Support
- Data Integration
- Decision-Making
- Employee Training
- Entrepreneurship
- Equities
- Ethics
- Finance
- Financial Analysis
- Financial Literacy
- Financial Services
- Fund Accounting
- Generative AI
- Generative AI Tools
- Hedge Funds
- Implementation Services
- Investments
- JIRA
- Legal Compliance
- Management
- Microsoft Excel
- Microsoft Office
- Negotiation
- Oral Communication
- Organization Skills
- Private Equity
- Problem Solving
- Product Support
- Professional Services
- Project Management
- Project Planning
- Prompt Engineering
- Relationship Building
- Requirements Analysis
- Responsible AI
- Risk Management
- Software Development Life Cycle (SDLC)
- Software Project Management
- Software as a Service (SaaS)
- Solution Implementation
- Stakeholder Management
- Start-ups
- Strategic Thinking
- Team Leadership
- Technical Writing
- Testing
- Time Management
- Training
- scrum
John Kelly Summary
- John Kelly, based in Myrtle Beach, SC, US, is currently a Associate Director - Customer Success at Asset Vantage. John Kelly brings experience from previous roles at Ledgex, 621 Consulting and Citco Technology Management. John Kelly holds a Bachelors of Science in Accounting @ Manhattan University. With a robust skill set that includes AI Agents, Accounting, Accounting Standards, Active Listening, Agile Methodologies and more. John Kelly has 1 emails on RocketReach.
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