Brian Kelly Email & Phone Number

3200 Southwest Fwy, Ste 1800, Houston, Tx 77027

Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)

3200 Southwest Fwy, Ste 1800, Houston, Tx 77027

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 complex issues in easy-to-understand language, his job is to understand and map out his clients’ financial goals, then to select suitable products for their objectives. This happens by collaboratively working one on one with his clients and their families, ensuring they are comfortable and feel aligned to his strategies and product choices. This is vital to the creation, implementation and success of any plan. This is a personal invitation for you or someone you know desiring more information to contact Brian directly at 713-402-6497 or brian.kelly@axa-advisors.com

Houston, Tx

• 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

Houston, Tx

• 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

Houston, Texas

• 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

Katy, Tx

• 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

Ba, Psychology, Minor In Business Administration

Activities and Societies: Sigma Chi Fraternity Alumni

Education record