Chris Kelly

Current

• Teacher/Coach at Shepherd High School

Past

• Teacher/Coach at Pampa High School
• Financial Advisor at Beneficial Financial Group
• Manager, Student Loan Accounting & Collections at Brigham Young University

• Team Manager, Men's Volleyball at Brigham Young University

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Education

• Brigham Young University
• Brigham Young University

Recommended

1 person has recommended Chris

Connections

82 connections

Industry

Financial Services

Chris Kelly’s Summary

My objective is to employ my past and present experience as a trusted and innovative financial manager/higher education administrator/teacher/coach to help your institution fulfill its mission and goals. I intend to continue, improve, or establish the long-term excellence of an institution whose mission I can believe in and whose values I already share.

Chris Kelly’s Specialties:

•Ability to understand and utilize new and complex software systems
•Confident and competent in oral and written management communications
•Experience using spreadsheets and other software as analytical and decision-making tool
•Experience thriving in changing organizational, regulatory, and technical environments
•Working knowledge of financial services industry software and prepared to develop unmatched proficiency as needed

Chris Kelly’s Experience

• Teacher/Coach

  Shepherd High School

  (Education Management industry)

  August 2009 — Present (5 months)

  Teacher: World History and Pre-AP World History
  Head Coach: Middle School Football, Varsity Girls Basketball, Varsity Golf

• Teacher/Coach

  Pampa High School

  (Education Management industry)

  August 2008 — May 2009 (10 months)

  Pre-AP World History
  US History
  Head Varsity Golf Coach
  Assistant Girls Basketball Coach

• Financial Advisor

  Beneficial Financial Group

  (Privately Held; Financial Services industry)

  August 2005 — August 2008 (3 years 1 month)

  •Analyze complex financial data using Sungard Planning Station, NetExPro, and Excel
  •Analyze employer plans – 401(k), pension, group insurance, etc.
  •Create comprehensive financial reports (needs analysis, cash flow analysis, etc.)
  •Create marketing plan/business model
  •Fund selection and analysis using Morningstar software
  •Integrate employer plans with individual and family financial plan objectives
  •Investment Advisor Representative, FINRA Series 65
  •Investment Strategies using Modern Portfolio Theory
  •Madsen Agency New Agent of the Month/Company-wide life case leader, May 2006
  •Provide insurance and investment solutions, Asset Allocation Modeling
  •Registered Representative, FINRA Series 6, 63

• Manager, Student Loan Accounting & Collections

  Brigham Young University

  (Educational Institution; 5001-10,000 employees; Higher Education industry)

  January 1998 — January 2006 (8 years 1 month)

  •Account reconciliation, collection of BYU loans and student accounts
  •Collection agency liaison, bankruptcy analyst, and credit manager
  •Counsel students about educational/financial planning and debt management
  •Ensure compliance with FERPA, FDCPA, GLBA and bankruptcy code
  •Manage and edit collection correspondence
  •Participate in audit and re-engineering of collections processes
  •Process RFP’s and establish new contract relationships with outside agencies
  •Qualify in BYU Financial Services Microsoft Office Certification program
  •Service $22 million BYU institutional loan fund, Loan Review Committee Chair
  •Supervise and hire 5 employees, key member of Loan Review Committee

• Team Manager, Men's Volleyball

  Brigham Young University

  (Educational Institution; 5001-10,000 employees; Sports industry)

  January 1992 — May 1995 (3 years 5 months)

  First season served as volunteer practice assistant under Carl McGown and Rich Cortez. Next three seasons served as Team Manager for the same, and Tom Peterson. I was the home match manager in charge of stats, video production, program management, crowd control; helped produce season ticket program and continued as practice assistant and all-around general gofer. I usually remembered to pick the team up from the airport after road trips.

Chris Kelly’s Education

• Brigham Young University

  MPA , Public Management , 2000 — 2003

  Emphasized higher education administration in student financial services, the marketing, financing, and administration of charitable organizations, service learning, and grant writing.

  Activities and Societies:

  Student member of American Society for Public Administration (ASPA)

• Brigham Young University

  BA , History Teaching/ PE-Coaching , 1992 — 1995

  Student Teacher at Orem High School in US History and Unified Studies program
  
  College Volleyball Coaching Intern for BYU Men's Volleyball Program under mentoring of Carl McGown (1994) - team finished regular season ranked 2nd in the nation.

Additional Information

Chris Kelly’s Interests:

God, family, country, volleyball, basketball, softball, other sports, coaching, history, camping, photography, family history, gardening, travel, service learning, homeschooling, TJ Ed, blessing others

Chris Kelly’s Groups:

National Federation of State High School Associations (NFHS), National Association of Insurance and Financial Advisors (NAIFA), BYU Cougar Club, National Planned Giving Council (NPGC) for LDS Philanthropies, American Society for Public Administration (ASPA)

•    BYU Marriott School of Management Alumni
•    Brigham Young University Alumni
•    LDS Professionals
•    Our TEAMS, Inc. - K-12 Educational Non-profit Organization

Chris Kelly’s Honors:

I'm honored to be the father of eight awesome children!

Chris Kelly’s Contact Settings

Interested In:

• career opportunities
• consulting offers
• new ventures
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch