Denise Kelley Email & Phone Number

Pasadena, CA

• Served as president with responsibility for establishing direction of group and ensuring a collaborative and community oriented work environment.
• Served as communications manager bring committee participation to 100% in projects such as creating website, mini resume program, monthly newsletter creation.
• Created administrative professionals peer group (focusing on teamwork, sharing best practices, professional self-esteem)
• Spearheaded logistics, tone, content as editor of Networking Professionals of Pasadena Newsletter

Los Angeles, CA

• Created handouts, powerpoint presentations utilized as marketing tools such as Top 25 Banks in Los Angeles and Green Technology
• Managed grant applications process; met submission deadlines, gathered data, prepared budgets, tracked expenditures
• Provided outreach to regions top companies educating them about business solutions, connections, workforce developments, tax initiatives
• Recruited to strategic initiatives

Los Angeles

• Generated daily client documentation researching conflicts of interests
• Constructed international daily case opening report for worldwide email blast
• Instrumental transferring client data during German firm acquisition

Greater Los Angeles Area

• Created charitable contributions register for departmental gifting
• Managed data collection and RFP response
• Maintained international fund performance templates
• Created internal documentation utilizing fund performance, various financial analytic tables, narrative in an easy to read and visually understood online format used in international conference calls.

Century City, CA

• Assistant operations manager analyzing trade and portfolio management transactions in adherence with NASD and SEC industry standards.
• Managed company banking, personal banking for President/CEO
• Created sector research summations for senior analyst
• Managed financial reporting,10K, budget reporting to board of managers
• Developed administrative staff cross training program and procedures manual including company cost savings analysis

Pasadena, CA

• Monitored daily stock trades, 401K trades, employee stock trades, commodity trades, margin transactions, letters of intent, letters of authorization, client documentation in compliance with SEC/NADS rules and.
• Achieved 100% commission payout auditing all daily reporting
• Managed branch operations and licensing in compliance with industry rules/regulations
• Passed industry audits requiring zero corrections 3 consecutive years
• Held series 7,63,65, 2 licenses.