Brian Kelly Cfa Email & Phone Number

London, United Kingdom

Threadneedle St, London, United Kingdom

-Working on the Future Branch Location Strategy, analysing current usage, industry trends, market opportunities, demographic and financial location input, forecasting associated costs and savings-Post Office Implementation Strategy, implementing Post Office service to Retail Customers as new services come on stream and the W&G Bank separates from the RBSG, modelling and forecasting future deposit flows, associated operating centre employee and spatial requirements -Reduced Branch Footprint, mitigating the reduction of branch locations upon Separation of W&G from RBSG, forecasting cost of alternative solutions, identifying most impacted customers in order to feed data to Communications team for both Corporate and Retail customers

Dublin, Ireland

RBS Capital Resolution Ireland. Working in the Finance Department as RCRI excecuted it's program of deleveraging by selling off the loan portfolio.

• Worked on a Single Family Residential focused REIT in 6 markets across USA• Helped successful Software changeover to Yardi Voyager in all markets• Processed Accounts Payable ensuring accuracy and traceability• Managed Property Managers and portfolio in multiple markets/ time zones• Provided reports for Acquisitions team based on market conditions• Worked closely with internal Accounting, Operations, Software Development and Legal teams on a daily basis• Ensured property management agreements were enforced as written

Westport, Ct

Worked directly with Portfolio Manager Mark Broach and trading desk. Provided research on various different equities and sectors, attending conferences, analyzing reports, making analyst calls and speaking directly with company directors.

London, United Kingdom

Researched impact of price reductions and non price reductions in energy products comparing reductions with competitors and presented conclusions and recommendations to managementRe-designed and implemented a new database system for contacts of traders, brokers, risk managers and other contacts Assisted in completing education materials for the website and upcoming presentations

Luxembourg

Inputted trades in funds for institutional and private investors including subscriptions, redemptions, switchesCreated new accounts for clientsMade daily reports to fund managers and promoters based on daily, weekly and monthly trading activity depending on the fund. Worked to tight deadlines while ensuring accuracy

Msc, Finance, 3.97

Activities and Societies: Graduated Beta Gamma Sigma. Participated in the Rotman International Trading Competition, Finance Club, Men's.

Bachelors Of Business Studies, Accounting And Finance With Financial Services

Activities and Societies: Enterprise and Finance SocietyFirst Class Honors