Sean Kelly

Sean Kelly Email and Phone Number

Founding GTM and Partnerships Lead @ Uprise - Embedded Tax and Advisory
San Diego, CA, US
Sean Kelly's Location
San Diego, California, United States, United States
Sean Kelly's Contact Details
About Sean Kelly

Focused on building long-term partnerships with tech platforms who support solopreneurs & small business owners.We help our partners drive revenue & retention, while empowering their end-users to make better financial decisions - both in their business & personal lives.The service is embedded into your platform, so you can private-brand the offering, while we take care of the heavy-lifting. If this resonates, I'd love to chat!

Sean Kelly's Current Company Details
Uprise - Embedded Tax and Advisory

Uprise - Embedded Tax And Advisory

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Founding GTM and Partnerships Lead
San Diego, CA, US
Website:
uprise.us
Employees:
15
Sean Kelly Work Experience Details
  • Uprise - Embedded Tax And Advisory
    Founding Gtm And Partnerships Lead
    Uprise - Embedded Tax And Advisory
    San Diego, Ca, Us
  • Uprise - Embedded Financial Advisory
    Founding Bd/Partnerships Lead
    Uprise - Embedded Financial Advisory Jul 2024 - Present
    San Francisco, Ca, Us
    Uprise is building the future of financial advisory and tax planning for small business owners & solopreneurs. We partner with tech companies to private-brand and embed the offering – helping them build stronger customer relationships and generate more revenue per user.
  • Undefeated Sports Co
    Founder
    Undefeated Sports Co Apr 2023 - May 2024
  • Unit
    Sales Development Lead
    Unit Aug 2022 - Jul 2023
    New York, New York, Us
    Unit is the embedded finance platform that helps tech companies build banking and lending into their products.
  • Referwell
    Account Executive
    Referwell Aug 2021 - Aug 2022
    Stamford, Connecticut, Us
    ReferWell is a digital healthcare company focused on helping health plans and provider organizations manage value by helping more people get on, and stay on, their healthcare journey. With a mission to transform access to care and improve patient engagement, the company’s innovative care scheduling platform and unique care concierge services remove administrative burdens from health plans, providers and patients to effortlessly connect patients with care to improve their experience and health outcomes.
  • Referwell
    Business Development
    Referwell Apr 2020 - Jul 2021
    Stamford, Connecticut, Us
  • Oracle
    Business Development Consultant
    Oracle Jul 2019 - Apr 2020
    Austin, Texas, Us
    Achievements:- "Tenacity Award" - One of six nominations amongst 500+ colleagues across the country.- Ranked top 2 in "stack-rank" amongst 50 colleagues, each quarter at Oracle.- FY19-FY20 Avg. Attainment: 211%.
  • Referwell
    Business Development - Summer Intern
    Referwell May 2018 - Sep 2018
    Stamford, Connecticut, Us
    - Supported the VP of Sales, CFO and CEO in developing most efficient methods of acquiring new clients- Created and maintained relationships with medical institutions - Consulted with over 30 stakeholders from medical institutions throughout NYC to implement ReferWell services into their everyday operations- Worked cross functionally with IT, sales and Finance through the integrated use of Salesforce
  • Sigma Alpha Mu Fraternity
    Relationships Chairman, Indiana University Chapter
    Sigma Alpha Mu Fraternity Aug 2016 - May 2017
    Indianapolis, In, Us
    • Leader of Sigma Alpha Mu Fraternity who created and maintained all Greek relationships with other Fraternities, Sororities, Alumni, and Indiana University Administration • Successfully helped orchestrate "Ball at the Hall", a 3-on-3 basketball tournament - raised over $45,000 for The Lauri S. Bauer Foundation for Sudden Loss.• One of four executers of a budget in excess of $100,000

Sean Kelly Skills

Leadership Demand Generation Teamwork Relationship Building Team Building Project Management Consultative Selling Social Media Strategic Partnerships Fundraising Strategy Sales

Sean Kelly Education Details

  • Indiana University Bloomington
    Indiana University Bloomington
    Computer And Engineering
  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Entrepreneurship And Finance
  • Cea Capa Education Abroad
    Cea Capa Education Abroad
    School Of Marketing And Sustainable Business

Frequently Asked Questions about Sean Kelly

What company does Sean Kelly work for?

Sean Kelly works for Uprise - Embedded Tax And Advisory

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

Sean Kelly's current role is Founding GTM and Partnerships Lead.

What is Sean Kelly's email address?

Sean Kelly's email address is se****@****orp.com

What schools did Sean Kelly attend?

Sean Kelly attended Indiana University Bloomington, Indiana University - Kelley School Of Business, Cea Capa Education Abroad.

What skills is Sean Kelly known for?

Sean Kelly has skills like Leadership, Demand Generation, Teamwork, Relationship Building, Team Building, Project Management, Consultative Selling, Social Media, Strategic Partnerships, Fundraising, Strategy, Sales.

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