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Emily Kelleher Email & Phone Number
Director, CFO Finance Business Partner - Wealth Management Americas IT and Asset Management IT
at
UBS
1 work email found
@ubs.com
3 phones found area 615 and 212
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Director, CFO Finance Business Partner - Wealth Management Americas IT and Asset Management IT
Location
Atlanta, Georgia, United States
Company size
Who is Emily Kelleher? Overview
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Quick answer
Emily Kelleher is listed as Director, CFO Finance Business Partner - Wealth Management Americas IT and Asset Management IT at UBS, a with 28 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at ubs.com, phone signal with area code 615, 212, and a matched LinkedIn profile for Emily Kelleher.
Emily Kelleher previously worked as Director, CFO Finance Business Partner - Technology Services and Wealth Management Americas IT at Ubs and Senior Consultant at C3/Consulting. Emily Kelleher holds Mba from Vanderbilt University - Owen Graduate School Of Management.
Company email context
Email format at UBS
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{first}.{last}@ubs.com
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AeroLeads found 1 current-domain work email signal for Emily Kelleher. Compare company email patterns before reaching out.
Profile bio
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."
Listed skills include Leadership, Economics, Fixed Income, Process Improvement, and 16 others.
Current workplace
Emily Kelleher's current company
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Ubs
11 roles
Emily Kelleher work experience
A career timeline built from the work history available for this profile.
Director, Cfo Finance Business Partner - Technology Services And Wealth Management Americas It
Current
Jun 2017 - Present
Senior Consultant
Jan 2015 - Jun 2017
Jun 2014 - Jan 2015
Project Leader - Monroe Carell Jr. Children'S Hospital
- 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.
May 2013 - Aug 2013
Risk And Patient Safety Intern, Clinical Services Group
- 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.
Jan 2013 - May 2013
Officer; Portfolio Manager Associate
- 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.
Oct 2011 - Jul 2012
Officer; Portfolio Management Assistant
- 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.
Jan 2010 - Oct 2011
Private Client Relationship Officer
- 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.
Sep 2008 - Jan 2010
General Surgery Research Assistant
- 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
Jun 2005 - Aug 2008
Public Health Policy Assistant/Intern
European Public Health Alliance
- 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.
Aug 2007 - Dec 2007
2 education records
Emily Kelleher education
Mba
Vanderbilt University - Owen Graduate School Of Management
Ba, Political Science
Furman University
FAQ
Frequently asked questions about Emily Kelleher
Quick answers generated from the profile data available on this page.
What company does Emily Kelleher work for?
Emily Kelleher works for UBS.
What is Emily Kelleher's role at UBS?
Emily Kelleher is listed as Director, CFO Finance Business Partner - Wealth Management Americas IT and Asset Management IT at UBS.
What is Emily Kelleher's email address?
AeroLeads has found 1 work email signal at @ubs.com for Emily Kelleher at UBS.
What is Emily Kelleher's phone number?
AeroLeads has found 3 phone signal(s) with area code 615, 212 for Emily Kelleher at UBS.
Where is Emily Kelleher based?
Emily Kelleher is based in Atlanta, Georgia, United States while working with UBS.
What companies has Emily Kelleher worked for?
Emily Kelleher has worked for Ubs, C3/Consulting, Vanderbilt University Medical Center, Hca, and U.S. Trust.
Who are Emily Kelleher's colleagues at UBS?
Emily Kelleher's colleagues at UBS include Ethan Harro and Flloyd Rewa.
How can I contact Emily Kelleher?
You can use AeroLeads to view verified contact signals for Emily Kelleher at UBS, including work email, phone, and LinkedIn data when available.
What schools did Emily Kelleher attend?
Emily Kelleher holds Mba from Vanderbilt University - Owen Graduate School Of Management.
What skills is Emily Kelleher known for?
Emily Kelleher is listed with skills including Leadership, Economics, Fixed Income, Process Improvement, Asset Allocation, Mutual Funds, Strategic Financial Planning, and Microsoft Office.
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