Financial Professional
CurrentOur company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)
Jan 2020 - Present
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Brian Kelly Email & Phone Number
Financial Professional at Equitable Advisors
at
Equitable Advisors
1 work email found
@equitable.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 86%
Current company
Role
Financial Professional at Equitable Advisors
Location
Houston, Texas, United States
Company size
Who is Brian Kelly? Overview
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Quick answer
Brian Kelly is listed as Financial Professional at Equitable Advisors at Equitable Advisors, a company with 3118 employees, based in Houston, Texas, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Brian Kelly.
Brian Kelly previously worked as Financial Professional at Equitable Advisors and Financial Professional at Axa Advisors, Llc. Brian Kelly holds Ba, Psychology, Minor In Business Administration from University Of Houston.
Company email context
Email format at Equitable Advisors
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{first}.{last}@equitable.com
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AeroLeads found 1 current-domain work email signal for Brian Kelly. Compare company email patterns before reaching out.
Profile bio
About Brian Kelly
In an ever changing world, it is important to stay on the top of the field and develop one’s personal skills. Brian regularly invests in his education and then passes what he learns to his clients so financial decisions are knowledge-based, not trendy.
Current workplace
Brian Kelly's current company
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Equitable Advisors
6 roles
Brian Kelly work experience
A career timeline built from the work history available for this profile.
Financial Professional
Brian Kelly’s approach is being committed to building long-term relationships with his personal clients and community by providing financial strategies that are designed to help individuals and businesses prepare for their future. Brian has the tools and resources needed to help you develop and implement a personalized financial strategy. Explaining.
Jan 2013 - Jan 2020
Syndicated Deal Closer
- Worked with Syndicated Leveraged Finance and Middle Office to coordinate all aspects of a syndicated closing
- Maintained complex spreadsheets depicting lender positions, ticking fees, and upfront fees which can constantly change due to parent/child fund allocation changes
- Built new deals and amendments into loan systems in accordance with the legal and credit documentation on heavily syndicated deals (lender base can exceed 1,000 lenders)
- Corresponded with front office to ensure all documentation and fees associated with closings have been received and applied to the appropriate general ledger
- Cleared outstanding exceptions cited by quality control during deal and amendment review
- Provided weekly metrics of deals and amendments closed and quality control exceptions
Sep 2010 - Dec 2012
Quality Control Analyst
- Reviewed new deals and amendments set up in loan systems and cited exceptions to the legal and credit documentation
- Collaborated with deal closers to resolve outstanding exceptions in a timely manner
- Created weekly metrics of deals and amendments closed and quality control exceptions
Apr 2010 - Sep 2010
Portfolio Account Manager
- Administered a ~2 billion dollar loan portfolio of 40 – 50 syndicated deals
- Initiated loan activity on behalf of clients
- Assisted in loan origination process by gathering information for deal closers, syndicated finance, and credit
- Coordinated daily funding processes with corporate treasury and performed all aspects of loan operations
- Billed and collected fees and interest on a monthly and quarterly basis in compliance with credit documentation
Jan 2007 - Apr 2010
Sr. Personal Banker
- Established and retained relationships with existing and prospective customers
- Met or exceeded all quarterly sales goals
- Opened deposit accounts and assisted with customer service inquiries
- Processed mortgage and credit card applications for review by credit underwriters
- Managed the operation of the safe deposit box vault and ensured records were accurate and up to date
- Promoted from Personal Banker to Senior Personal Banker in October 2006
Oct 2005 - Jan 2007
Team & coworkers
Colleagues at Equitable Advisors
Other employees you can reach at equitable.com. View company contacts for 3118 employees →
ZS
Zach Snyder
Colleague at Equitable Advisors
Columbia, Maryland, United States, United States
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PC
Peter Cavazos
Colleague at Equitable Advisors
Richmond, Virginia, United States, United States
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AB
Arie B.
Colleague at Equitable Advisors
Las Vegas, Nevada, United States, United States
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WM
William Myers
Colleague at Equitable Advisors
Dallas, Texas, United States, United States
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RT
Ryan T. Reyna
Colleague at Equitable Advisors
Corpus Christi, Texas, United States, United States
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LS
Luca Saponieri
Colleague at Equitable Advisors
New York City Metropolitan Area, United States
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FC
Francesco Catalano, Mba
Colleague at Equitable Advisors
New York City Metropolitan Area, United States
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ND
Nicholas Draginoff Iv
Colleague at Equitable Advisors
United States, United States
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AH
Aaron Haverdink
Colleague at Equitable Advisors
Orange City, Iowa, United States, United States
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RH
Ramez Haddad
Colleague at Equitable Advisors
Los Angeles Metropolitan Area, United States
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Zach Snyder
Colleague at Equitable Advisors
Columbia, Maryland, United States, United States
View →
PC
Peter Cavazos
Colleague at Equitable Advisors
Richmond, Virginia, United States, United States
View →
AB
Arie B.
Colleague at Equitable Advisors
Las Vegas, Nevada, United States, United States
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WM
William Myers
Colleague at Equitable Advisors
Dallas, Texas, United States, United States
View →
RT
Ryan T. Reyna
Colleague at Equitable Advisors
Corpus Christi, Texas, United States, United States
View →
LS
Luca Saponieri
Colleague at Equitable Advisors
New York City Metropolitan Area, United States
View →
FC
Francesco Catalano, Mba
Colleague at Equitable Advisors
New York City Metropolitan Area, United States
View →
ND
Nicholas Draginoff Iv
Colleague at Equitable Advisors
United States, United States
View →
AH
Aaron Haverdink
Colleague at Equitable Advisors
Orange City, Iowa, United States, United States
View →
RH
Ramez Haddad
Colleague at Equitable Advisors
Los Angeles Metropolitan Area, United States
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2 education records
Brian Kelly education
Ba, Psychology, Minor In Business Administration
Education record
Klein Forest High School
FAQ
Frequently asked questions about Brian Kelly
Quick answers generated from the profile data available on this page.
What company does Brian Kelly work for?
Brian Kelly works for Equitable Advisors.
What is Brian Kelly's role at Equitable Advisors?
Brian Kelly is listed as Financial Professional at Equitable Advisors at Equitable Advisors.
What is Brian Kelly's email address?
AeroLeads has found 1 work email signal at @equitable.com for Brian Kelly at Equitable Advisors.
Where is Brian Kelly based?
Brian Kelly is based in Houston, Texas, United States while working with Equitable Advisors.
What companies has Brian Kelly worked for?
Brian Kelly has worked for Equitable Advisors, Axa Advisors, Llc, Jpmorgan Chase, and Bank Of America.
Who are Brian Kelly's colleagues at Equitable Advisors?
Brian Kelly's colleagues at Equitable Advisors include Zach Snyder, Peter Cavazos, Arie B., William Myers, and Ryan T. Reyna.
How can I contact Brian Kelly?
You can use AeroLeads to view verified contact signals for Brian Kelly at Equitable Advisors, including work email, phone, and LinkedIn data when available.
What schools did Brian Kelly attend?
Brian Kelly holds Ba, Psychology, Minor In Business Administration from University Of Houston.
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