• Managed a diverse team of consultants to evaluate and redefine existing procedures for the Transformation Office of a leading retail bank, in response to multiple regulatory enforcement actions.• Assisted in the design and execution of a process to identify cross border activities for a foreign owned bank, while simultaneously leading a team to assist with upcoming Compliance Risk Assessment.• Managed a diverse team of multiple staff levels to assist a $1 billion mortgage subservicing company with their response to a regulatory order for the mistreatment of borrowers. • Established a Change and Portfolio Management office for $400 billion U.S. bank to provide a comprehensive view of all change initiatives to identify areas of change saturation within constrained business units.• Responsible for the development, implementation, and execution of a Quality Program used to manage the output of a large regulatory lookback team of more than 150 reviewers for a $200 billion U.S. bank.• Managed a team to review and evaluate a $112 billion U.S. bank’s initial response to consent order findings from government regulators for the mistreatment of student borrowers.• Led multiple large teams comprised of diverse staff levels to assist a $2 trillion U.S. bank’s response to multiple regulatory orders from various government regulators, for mistreatment of credit card customers. • Conducted a retrospective/lessons learned over a seven-week period to evaluate the build and launch of an online banking platform for a $400 billion U.S. bank to evaluate their effectiveness of using an Agile delivery methodology.• Served as the Corporate and Social Responsibility Lead for the PwC Denver Office Advisory Staff Council.

Kelly is in the Banking and Capital Markets group within PwC's Financial Services Advisory Line of Service working with Fortune 100 financial services organizations to develop and implement strategy, organizational design, and process improvement initiatives.Kelly leads teams to resolve challenging situations and deliver value for clients. Kelly helps corporate leaders find effective, impactful, and efficient solutions that help organizations overcome obstacles. Kelly delivers particular expertise in program/project management, regulatory compliance, systems integration, and people & change.

Kelly is in the Banking and Capital Markets group within PwC's Financial Services Advisory Line of Service working with Fortune 100 financial services organizations to develop and implement strategy, organizational design, and process improvement initiatives.Kelly leads teams to resolve challenging situations and deliver value for clients. He works with senior executives to help transform operations and guide future strategy. Kelly helps corporate leaders find effective, impactful, and efficient solutions that help organizations overcome obstacles. Kelly delivers particular expertise in program/project management, systems integration, and people & change, resulting in successful engagement delivery.

Managed build and implementation of integrated testing environments for 25+ legacy mortgage origination applications using client defined, best practices. Partnered with client technology teams and business to prepare detailed pre-define assessments to outline proposed work regarding: size, scope, complexity, deliverables and timeline. Established and implemented management routines for team, Line of Business partners, and other key stakeholders to ensure disciplined execution against portfolio priorities. Created on-boarding documentation used for the training of new resources joining project team. Established positive working relationships with key project stakeholders by taking on additional workload beyond defined roles and responsibilities.Assisted with the development and testing of 30 Computer Based Training (CBT) courses used for on boarding associates of newly acquired brokerage. Managed and tracked team work plan's and project timelines. Gathered daily status reports from various teams, to be presented to transition management. Managed business requirements gathering for large corporate banking operating platform to be integrated into client backend systems. Partnered with Technology and the business to prepare detailed Pre-Define assessments to outline proposed work regarding: size, scope, complexity, deliverables and timeline. Met with various project teams regularly for status updates on pending risks and issues discovered throughout the project.Audited portfolio of back end test environments for applications of newly acquired mortgage company to ensure compliance and up to date records. Managed the implementation and integration of new test environments for mortgage based applications. Drove ongoing communication with partners and stakeholders to ensure clear understanding of work in progress along with status and progress of key issues.