Kelly Lyons

Kelly Lyons Email and Phone Number

Strategic finance expert and business builder. Lyonshare founder, Atlas Financial co-founder. $15B+ capital raised. @ Lyonshare
Kelly Lyons's Location
New York, New York, United States, United States
About Kelly Lyons

Kelly is the founder of VC-readiness and strategic finance firm Lyonshare and co-founder of Atlas Financial. An investor, executive and investment banker, Kelly has built business that have a raised over $15 billion in capital through Lyonshare and over her career at Morgan Stanley, AIG, and Golub Capital. Prior to launching Lyonshare Kelly was CFO and President of Casa, a venture backed fintech.If you'd like to add me as a connection, please include a short note about how we know each other. I only accept LinkedIn connection requests from people I know. If you'd like to see my content but we don't know each other, please hit the "Follow" button.Want to speak with me? Please reach out here: https://www.kellylyons.com/contact

Kelly Lyons's Current Company Details
Lyonshare

Lyonshare

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Strategic finance expert and business builder. Lyonshare founder, Atlas Financial co-founder. $15B+ capital raised.
Kelly Lyons Work Experience Details
  • Lyonshare
    Founder
    Lyonshare 2020 - Present
    New York, Us
    We help founders of companies and funds get exceptional ideas off the ground through strategic business planning, branding, business storytelling, fundraising services and coaching. We’re your operationally-savvy, executive business partner who rolls up their sleeves to get you funded, launched and can stay on as outsourced strategic CFO.
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  • Atlas
    Co-Founder, Cfo
    Atlas Aug 2020 - Present
    Venice, Ca, Us
    Atlas is a life-enhancement company. We combine human and artificial intelligence to help you become the best version of yourself—starting with your money.Atlas allows users to invest in professionally managed portfolios, which we call ‘Themes’. Themes are groups of stocks that have been intensely researched by Atlas’ team of professional analysts. They are organized by secular trends that our Analysts believe will provide alpha-generating performance over the long term. Examples include; Sports and Entertainment, Young Money (FinTech), Sustainability and ESG, Future of Work, and Recession Ready.Atlas offers world-class investment management for the 99%.
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  • Xrc Labs
    Advisor
    Xrc Labs 2017 - Present
    New York, Ny, Us
    XRC Labs is an innovation accelerator and fund for the next generation of disruptors in retail technology and consumer goods
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  • Casa Inc.
    President, Former Cfo
    Casa Inc. 2018 - 2020
    Denver, Us
    Casa is a venture-backed financial technology startup. In addition to being Head of Finance and Operations, I led HR and Legal, before being promoted to President. I joined Casa pre-revenue, and upon my departure Casa had thousands of paying customers, was manufacturing custom hardware, fulfilling orders to >60 countries, doubled its workforce and had reached milestone revenue targets.
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  • Golub Capital
    New Funds And Direct Investing
    Golub Capital 2013 - 2016
    New York, Ny, Us
    New Financial Products-I helped launch >$5bn of capitalized funds and companies from idea stage through business building, branding, fundraising and launchRestaurant and Retail Investor - I invested in private equity sponsored U.S. consumer businesses in the restaurant and retail industry
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  • Aig
    Global M&A And Strategic Planning Associate
    Aig 2012 - 2013
    New York, Ny, Us
    Evaluated international M&A opportunities, performed a world-wide review and reorganization of AIG P&C, developed a liquidity and returns analysis to determine level and timing of reinitiating AIG's dividend
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  • Morgan Stanley
    Investment Banking Analyst
    Morgan Stanley 2010 - 2012
    New York, Ny, Us
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  • Goldman Sachs
    Summer Financial Analyst
    Goldman Sachs Jun 2009 - Aug 2009
    New York, New York, Us
    View

Kelly Lyons Education Details

  • Boston College
    Boston College
    Finance
  • The London School Of Economics And Political Science (Lse)
    The London School Of Economics And Political Science (Lse)
    Economics

Frequently Asked Questions about Kelly Lyons

What company does Kelly Lyons work for?

Kelly Lyons works for Lyonshare

What is Kelly Lyons's role at the current company?

Kelly Lyons's current role is Strategic finance expert and business builder. Lyonshare founder, Atlas Financial co-founder. $15B+ capital raised..

What schools did Kelly Lyons attend?

Kelly Lyons attended Boston College, The London School Of Economics And Political Science (Lse).

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