Patrick Kelly Email & Phone Number

Boston, MA

• Repatriated to the US to lead team engagements and strategic initiatives, including bank acquisitions and closings, new business integration, client pre-bankrupcy preparation, and the cultivation of the mid market.
• Led engagment teams working with the FDIC on mandated bank closings and re-openings purchased by other banks. Scope included operational audits, transitioning of IT and Operations, and closure of the books and records.
• Advised Global Investment Bank in Liquidation, leading an engagement team to validate and refute claims on Derivatives and Options trading in preparation for bankruptcy distributions.
• Worked to integrate newly acquired Federal Practice into the Deloitte Financial Services Practice. Identified synergies, facilitated a framework for communicating cross-selling capabilities, and educated the new.
• Led the strategy and positioning for approaching selected mid market clients. Assessed client needs, created an operational framework and financial model, and penetrated the market with cross-functional teams.

Hong Kong

• Recruited to re-locate to Hong Kong on a three-year assignment to reinvigorate and grow our China Practice and extend into APAC. Developed local capabilities and established presence with multiple top tier Global.
• Within the first year, re-established senior level relationships with target clients and secured critical engagements that positioned the firm to highlight its intellectual and operational capabilities and demonstrate.
• Drove multiple engagements on enterprise cost reduction, process improvement, outsourcing, post-merger integration and crisis-driven initiatives for clients, including AIG, ING, DB, Citigroup, China Commercial Bank.
• Led the design, development, and implementation of a comprehensive marketing strategy and plan for penetrating new global business opportunities and breaking into untapped markets, including the growing Chinese banking.
• Established firm-wide partnerships with tax, audit, and advisory teams collaborating on cross-branding and cross-selling opportunities and bridging the expertise gap with the US and Europe.

Boston, MA

• Recruited to join the firm's US Financial Services Practice to manage a rapidly growing New York Global Investment Bank client whose relationship with the firm was strained, and as a result, firm was being excluded.
• Conducted a rapid assessement of the current situation, developed an action plan to improve the relationship with the client, and demonstrated results and competency restoring the relationship and confidence in Deloitte.
• Drafted and secured firm-wide and client buy-in to a longer term strategy and plan to strengthen relationship and secure additional business opportunities. Strategy and plan addressed key issues around firm capability.
• Introduced other Deloitte functions including Enterprise Risk Services, Compliance, and Tax Service lines to cross-sell into the account.
• Managed high profile, post merger and acquisitions integrations, implementiation of new trading platforms, operations outsourcing, process improvement, and Know your Customer (KYC) initiatives globally. Consistently.

Boston, MA

Led a broad range of engagements in process improvement, post merger integration, scenario planning, and enterprise-wide cost reduction. Led Y2K IT and Operations readiness assessment engagement for a global Investment Bank.

London, United Kingdom

City Consultants was a boutique financial services firm formed by executives of Hoare Govett following the crash of 1987. Roles included supporting the close of a Retail Brokerage in liquidation, divestiture of an Institutional Brokerage and recovery of assets.

London, United Kingdom

A Retail and Institutional Brokerage organization.

Dublin, Ireland

Allied Irish Banks was one of the leading Retail Banks in Ireland with approximately 400 branches and a growing overseas representation. I was a member of an internal consulting unit charged with Branch rationalization, centralizing operations and technology and introducing innovative solutions to reduce cost and improve efficiency.