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Kelly -  - New York, NY, USA

Nikeya Kelly

New York, NY, USA

Work History

Consultant, Business Development

Ambergris Consulting

From June 2013

Recruited for general management and day to day operational oversight for a American franchise in a Kuwait City start-up enterprise. Build teams and client base promoting customer loyalty and brand recognition. Implement marketing/sales initiatives through traditional marketing and social media. Prepare proposals, Cash Flow and Lease Analysis.


Investment Product and Services Morgan Stanley

Liaised between Brokers, Client Managers and IT department to expedite and settle Corporate Stock Option transactions. Performed and created supporting documentation for trade corrections, reconciliation, corporate payments and stock transfers.

Associate, Portfolio Development


Planned and executed end-to-end business operational, strategic, industrial, marketing and climate assessments. Responded to RFPs. Produced executive summaries. Outlined findings, proposed solutions and managed projects within time and budgetary constraints. Selected retirement plans and allocated investment portfolios. Hired and trained client staff.

Group Retirement Plan Specialist

Mutual of America

Recruited to develop new business opportunities, contacts, and manage 88 institutional accounts with $150M+ under management. Advised (Pension Funds, Corporations, Consultants and Non-Profits) clients on plan design, investment allocations, individual/voluntary products and legislative changes.

Business Banking Officer / Personal Banker

Citibank N.A

Supervised individual and business client accounts. Analyzed local market to devise strategic approaches for acquiring assets and selling credit products. Managed and developed staff on products, regulations and KYC.

Financial Advisor

American Express

Analyzed data, created financial plans to asses risk and execute investment strategies for corporations and individuals.

Qualifications & Certifications

MBA in Finance

Hofstra University

Bachelor of Arts International Relations

Connecticut College

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