2019 -
now Managing Director, Financial Services Strategic Accounts @
2023 -
now Managing Director, Financial Services Strategic Accounts @
2021 -
2023 Enterprise Account Director @
2019 -
2021 Associate Director @
2017 -
2019 Business Development and Customer Success @
2017 -
2017 Consultant, Sales and Marketing @
2014 -
2016 Research Associate, Global Equity Strategy @
2010 -
2014 Equity Research Associate, Banks @
Kelly Catalane Education
Villanova University
Bachelor’s Degree (Finance Major; Marketing and International Business Minors)
2006
-
2010
Kelly Catalane Skills
Key Performance Indicators
Go-to-Market Strategy
Private Equity
Account Management
Financial Analysis
Investments
Valuation
Financial Modeling
Risk Management
Business Analysis
Corporate Finance
Capital Markets
Equities
Finance
Portfolio Management
Strategic Financial Planning
Derivatives
Sales
Public Speaking
SQL
Microsoft Excel
Social Media
Microsoft Office
Customer Service
Kelly Catalane Summary
Kelly Catalane, based in New York, NY, US, is currently a Managing Director, Applied AI at Intapp. Kelly Catalane brings experience from previous roles at Intapp and DealCloud, by Intapp. Kelly Catalane holds a 2006 - 2010 Bachelor’s Degree in Finance Major; Marketing and International Business Minors @ Villanova University. With a robust skill set that includes Key Performance Indicators, Go-to-Market Strategy, Private Equity, Account Management, Financial Analysis and more. Kelly Catalane has 3 emails and 1 mobile phone numbers on RocketReach.
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