Keeley Jones Email & Phone Number

Dallas/Fort Worth Area

I partner with independent financial advisors, insurance professionals, and other small business owners to help them find ways to run their practices more efficiently. My operational experience has given me a front row seat to see what works and what is a waste of time and resources for small businesses.My focus is on helping my clients with the details of their business so that they can save time; time that they can use to focus on the parts of their business and their lives that are truly their passion.

Dallas/Fort Worth Area

Following Folio Dynamix's purchase of Summit Advisor Solutions I tasked to lead the Performance & Billing for not only the legacy Summit business but for all of Folio.I diligently worked to drive process improvement and documentation as top objectives across all teams to insure the sustainability of the business. During the first two quarters of 2017 my team and I successfully decreased billing errors by 77%. At the same time, I managed a key organizational initiative to migrate existing clients into the new billing software solution.I managed the development of the performance team which was newly moved to the Operations side of the business at Folio. We achieved faster resolution of performance outliers for clients improving overall client satisfaction. Additionally the legacy performance data group continued to grow and take on new responsibility under my leadership.

Dallas/Fort Worth Area

As the VP of Finance Operations for Billing & Data I managed the management fee billing team as well the data team. The management fee was responsible for collection and payout of fees for $2 billion dollars in assets on the RIA platform for Summit Advisors Solutions. The data team was responsible for daily intake and processing of interface feeds from 8 custodial sources into the Portfolio Center software platform for reconciliation and maintenance.I partnered with the CFO and his Accounting team to complete quarter end close activities 50% faster than the team's usual schedule and decreased employee turnover by 100% on the data team. I created and led implementation of detailed statistical quarterly reporting and profitability analysis for the C-level executive team.With a vision for the future growth of the firm, I worked closed with the CTO and lead developer to architect a rewrite of the management fee billing system.

Dallas, Texas

After almost 6 years working with all 3 major firms that were part of the Summit Alliance Companies, I moved over full time to the newly named Summit Advisor Solutions RIA firm. What was formerly Argentus Capital Management had merged with another firm and grown its assets substantially and there was a greater need for more attention to the management fee billing process and those related revenue streams.With my full focus on management fee billing for now I was able to improve that process and the format of the reporting used for quarterly fees which enabled the Accounting team to pay advisor clients 50% faster. Additionally, I worked with the IT team adapt and improve the RIA billing software that we were using at the time and create a more robust reporting package.

After working with the Summit's primary business, an award winning life insurance agency and the broker dealer, I expanded my reach, working with the other sister companies as well, Benefit Harbor, an employee benefits technology solution, and Argentus Capital Management. I spent this time managing the commission and fee sides of the business for both of those organizations, while still managing a team that handled the day to day commissions tasks for the life insurance agency's business.I worked closely with the CFO and Controller to forecast revenues for cash flows for each individual line of business, and managed the corporate relationship with our business compliance vendor to ensure that all corporate entities were properly registered and licensed.We ran our department very lean so we were constantly looking for better, more efficient ways to streamline our processes for tracking receivables, calculating commissions and bonuses payable as well as forecasting those components so that our ownership team could make informed decisions.

Dallas/Fort Worth Area

This was a heavy customer service role in which I spent my days fielding calls and emails from life insurance agents and brokers that placed business through our agency, helping them with questions and concerns they had regarding their commissions. Additionally, this position required that I form relationships with the service teams at several major life insurance carriers in order to solve for errors or timing issues with commissions due to our agency and or agents. When I began this position I didn't know a lot about the insurance industry but learned a lot very quickly and decided to pursue my FLMI certification with LOMA. This self study set of courses gave me a more in depth look at the insurance and financial services industry.

Dallas/Fort Worth Area

Worked with small to mid-sized telecommunication companies as a consultant to be sure they were following billing regulations and standards.