Emily Kelleher

Emily Kelleher Email and Phone Number

Director, CFO Finance Business Partner - Wealth Management Americas IT and Asset Management IT @ UBS
Atlanta, GA, US
Emily Kelleher's Location
Atlanta, Georgia, United States, United States
Emily Kelleher's Contact Details

Emily Kelleher work email

Emily Kelleher personal email

About Emily Kelleher

Emily Kelleher is a Director, CFO Finance Business Partner - Wealth Management Americas IT and Asset Management IT at UBS. She possess expertise in leadership, economics, fixed income, process improvement, asset allocation and 15 more skills. Colleagues describe her as "Emily performs outstanding work as an Assistant Portfolio Manager. She completes tasks in a timely manner and is always willing to put her client's and colleague's needs in front of her own. She has an extraordinary ability to handle short term tasks while completing long term duties. She consistently volunteers to complete work that is not directly associated with her job function but benefits the entire department, such as organizing client events for all the Portfolio Managers and Trust Officers in the division."

Emily Kelleher's Current Company Details
UBS

Ubs

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Director, CFO Finance Business Partner - Wealth Management Americas IT and Asset Management IT
Atlanta, GA, US
Website:
nyftyfitness.com
Employees:
28
Emily Kelleher Work Experience Details
  • Ubs
    Director, Cfo Finance Business Partner - Wealth Management Americas It And Asset Management It
    Ubs
    Atlanta, Ga, Us
  • Ubs
    Director, Cfo Finance Business Partner - Technology Services And Wealth Management Americas It
    Ubs Jun 2017 - Present
    Zurich, Ch
  • C3/Consulting
    Senior Consultant
    C3/Consulting Jan 2015 - Jun 2017
    Nashville, Tn, Us
  • C3/Consulting
    Consultant
    C3/Consulting Jun 2014 - Jan 2015
    Nashville, Tn, Us
    Management Consulting
  • Vanderbilt University Medical Center
    Project Leader - Monroe Carell Jr. Children'S Hospital
    Vanderbilt University Medical Center May 2013 - Aug 2013
    Nashville, Tennessee, Us
    - Executed a successful process improvement project to manage census and length of stay in the Neonatal ICU and standardize the patient discharge process. Resulted in a 3 day reduction in LOS.- Modeled weekly census projection and number of discharges needed to reach census target, which was set by NICU management team.- Forecasted monthly and weekly number of admissions based on projected deliveries from OB/GYN practice.- Created and automated a daily status report linked to the census management model that was circulated to 65+ people including hospital’s executive team.- Initiated a cultural change in the NICU by increasing transparency and communication, driving discussion of potential discharges, and proactively identifying and avoiding potential barriers to discharge.
  • Hca
    Risk And Patient Safety Intern, Clinical Services Group
    Hca Jan 2013 - May 2013
    Nashville, Tn, Us
    - Conducted a cost/benefit and utilization analysis of the Certified Professional in Healthcare RiskManagement certification throughout the HCA network.- Recommended next steps for adoption of a new, similar certification with greater alignment to HCA’s goals.
  • U.S. Trust
    Officer; Portfolio Manager Associate
    U.S. Trust Oct 2011 - Jul 2012
    Us
    - Evaluated various investment products and made customized asset allocation and investmentrecommendations for client portfolios ranging from $3 million to $10 million.- Interacted with high net worth clients regularly and assisted team in identifying new business opportunities.- Presented updates on various market sectors during weekly research meetings with senior portfolio managers.- Analyzed data and identified market cash flow trends for quarterly business reviews with senior management.- Developed procedure guidelines and best practices for division-wide projects to manage progress, increaseoperational efficiency.- Conceptualized, planned, and executed successful client entertainment events at various venues in New York City as acting Market Event Planner, resulting in approximately $5 million in new business for the division.
  • U.S. Trust
    Officer; Portfolio Management Assistant
    U.S. Trust Jan 2010 - Oct 2011
    Us
    - Partnered with two senior portfolio managers acting as the initial point of contact for clients representing a $500 million book of business.- Tracked mutual fund performance and compiled investment and economic data.- Monitored regulatory and compliance systems and addressed exceptions as necessary.- Prepared client performance and proposal presentations.
  • U.S. Trust
    Private Client Relationship Officer
    U.S. Trust Sep 2008 - Jan 2010
    Us
    - Provided private banking services for high net worth clients, including cash distributions and loan servicing.- Supervised the account opening process to ensure fiduciary standards were met.
  • University Of South Florida College Of Medicine
    General Surgery Research Assistant
    University Of South Florida College Of Medicine Jun 2005 - Aug 2008
    Tampa, Florida, Us
    - Maintained dynamic databases and attained follow up on patients with: achalasia, GERD, portal hypertension, pancreatic cancer, and cholangiocarcinoma.- Conducted rigorous chart review and statistical analysis for abstracts and manuscripts.- Collaborated with physicians to produce surgical videos on operative techniques.- Assisted physicians in the clinic and the operating room.- Observed autopsies, followed surgeons on trauma call and freezing pathology sections. - Attended weekly research meetings including Grand Rounds, Morbidity and Mortality, and Tumor Board
  • European Public Health Alliance
    Public Health Policy Assistant/Intern
    European Public Health Alliance Aug 2007 - Dec 2007
    - Contributed content for position/opinion papers submitted to the European Health Commission.- Wrote, edited, and provided research for articles published in monthly newsletter circulated to approximately 90 member organizations across Europe.

Emily Kelleher Skills

Leadership Economics Fixed Income Process Improvement Asset Allocation Mutual Funds Strategic Financial Planning Microsoft Office Risk Management New Business Development Editing Budgets Newsletters Management Financial Reporting Project Management Due Diligence Analysis Investment Management Hospitals

Emily Kelleher Education Details

  • Vanderbilt University - Owen Graduate School Of Management
    Vanderbilt University - Owen Graduate School Of Management
    Mba
  • Furman University
    Furman University
    Political Science

Frequently Asked Questions about Emily Kelleher

What company does Emily Kelleher work for?

Emily Kelleher works for Ubs

What is Emily Kelleher's role at the current company?

Emily Kelleher's current role is Director, CFO Finance Business Partner - Wealth Management Americas IT and Asset Management IT.

What is Emily Kelleher's email address?

Emily Kelleher's email address is em****@****ail.com

What is Emily Kelleher's direct phone number?

Emily Kelleher's direct phone number is +161574*****

What schools did Emily Kelleher attend?

Emily Kelleher attended Vanderbilt University - Owen Graduate School Of Management, Furman University.

What skills is Emily Kelleher known for?

Emily Kelleher has skills like Leadership, Economics, Fixed Income, Process Improvement, Asset Allocation, Mutual Funds, Strategic Financial Planning, Microsoft Office, Risk Management, New Business Development, Editing, Budgets.

Who are Emily Kelleher's colleagues?

Emily Kelleher's colleagues are Ethan Harro, Flloyd Rewa.

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