Kelly Charlton

Kelly Charlton

Consultant, Business Development and Execution

Greater Seattle Area

Current
  • Program Committee Chair at Harvard Club of Seattle
  • Community Organizer for Public Schools at Neighborhood Schools Task Force
Past
Education
  • University of Washington
  • Harvard University
  • The University of Texas at Austin
Connections
166 connections
Industry
Management Consulting
Websites

Kelly Charlton’s Summary

In summary, I have 20 years of consulting experience in the following industries:

» Retail and Institutional Brokerage
» Mutual Fund Portfolio Accounting
» Mutual Fund Transfer Agent Accounting
» Financial Sales and Marketing
» Insurance Industry Accounting
» Government Agency Consulting

Roles and responsibilities I've had cover all phases of the project life cycle including:

» Project Management
» Project Coordination
» Business and Technical Training of Staff
» Business analysis and requirements documentation
» Analysis of complex financial transactions and security types
» Data Modeling analysis, design and documentation
» Workflow analysis, design and documentation
» Technical analysis, design and documentation
» Software development
» Quality assurance
» Post Implementation Follow-up

Representative Project Types:

» Large, complex projects affecting multiple hardware, os, software, and business applications
» Management, coordination, and teamwork between multiple internal business divisions and external vendors
» High volume, high availability, mission critical systems


Kelly Charlton’s Experience

  • Program Committee Chair

    Harvard Club of Seattle

    (Non-Profit Organization Management industry)

    January 2009Present (1 year 2 months)

  • Community Organizer for Public Schools

    Neighborhood Schools Task Force

    (Public Policy industry)

    March 2007Present (3 years )

  • Dinner Forum Co-Lead

    MIT Enterprise Forum of the Northwest

    (Venture Capital & Private Equity industry)

    February 2008June 2008 (5 months)

  • Realtor

    Coldwell Banker Bain

    (Privately Held; 501-1000 employees; Real Estate industry)

    May 2006August 2007 (1 year 4 months)

  • Consultant

    Fidelity Investments

    (Privately Held; 10,001 or more employees; Financial Services industry)

    February 2002September 2005 (3 years 8 months)

  • Consultant

    Putnam Investments

    (Public Company; 5001-10,000 employees; Financial Services industry)

    December 2001February 2002 (3 months)

  • Consultant

    John Hancock Financial Services

    (Public Company; 1001-5000 employees; Financial Services industry)

    March 2000September 2001 (1 year 7 months)

  • Consultant

    PFPC Global Fund Services

    (Public Company; 5001-10,000 employees; Financial Services industry)

    August 1998May 2000 (1 year 10 months)

  • Consultant

    Fidelity Investments

    (Privately Held; 10,001 or more employees; Financial Services industry)

    January 1994July 1998 (4 years 7 months)

  • Consultant

    Education Loan Services, Inc

    (Privately Held; 201-500 employees; Financial Services industry)

    January 1993December 1993 (1 year )

  • Consultant

    KL Maguire & Associates

    (Privately Held; 1-10 employees; Financial Services industry)

    May 1992December 1992 (8 months)

  • Consultant

    Fidelity Investments

    (Privately Held; 10,001 or more employees; Financial Services industry)

    August 1991May 1992 (10 months)

  • Consultant

    Dun & Bradstreet Software

    (Public Company; 1001-5000 employees; Financial Services industry)

    April 1991August 1991 (5 months)

  • Consultant

    Massachusetts Registry of Motor Vehicles

    (Government Agency; 201-500 employees; Government Administration industry)

    June 1990March 1991 (10 months)

  • Consultant

    American Express Information Services Corp.

    (Public Company; 10,001 or more employees; Financial Services industry)

    September 1989May 1990 (9 months)

  • Senior Programmer Analyst

    Colonial Management Associates, Inc.

    (Public Company; 201-500 employees; Financial Services industry)

    June 1987September 1989 (2 years 4 months)

  • Consultant

    Massachusetts Registry of Motor Vehicles

    (Government Agency; 501-1000 employees; Government Administration industry)

    March 1987May 1987 (3 months)

  • Consultant

    Mellon Financial Services

    (Public Company; 5001-10,000 employees; Financial Services industry)

    June 1986February 1987 (9 months)

  • Consultant

    Data-Sys-Tance, DST

    (Public Company; 501-1000 employees; Financial Services industry)

    November 1985June 1986 (8 months)

  • Consultant

    Fidata Trust Company

    (Privately Held; 201-500 employees; Financial Services industry)

    September 1985October 1985 (2 months)

  • Programmer Analyst

    Fidelity Investments

    (Privately Held; 1001-5000 employees; Financial Services industry)

    January 1980September 1985 (5 years 9 months)


Kelly Charlton’s Education

  • University of Washington

    Project Management Certificate , Project Management , 20082009

  • Harvard University

    CSS , Business Administration , 19801982

    CSS, Certificate of Special Studies in Administration and Management

  • The University of Texas at Austin

    BA , English Literature , 19761978


Additional Information

Kelly Charlton’s Websites:

Kelly Charlton’s Interests:

My family Sailboat Racing Coaching youth soccer Coaching youth baseball Public Education

Kelly Charlton’s Groups:

Corinthian Yacht Club of Seattle
Harvard Club of Seattle
MIT Enterprise Forum of the Northwest
Northwest Entrepreneur Network
Neighborhood Schools Task Force
University of Texas Exes of Puget Sound

  •    Harvard Jobs
  •    Texas Exes/University of Texas at Austin
  •    Project Management Link - www.pmlink.org
  •    Linked:Seattle
  •    Keiretsu Forum Northwest
  •    Fidelity Investments Networking Group
  •    University of Washington Alumni Group
  •    Harvard University Alumni
  •    Fidelity Investments Alumni Association
  •    Linked:Energy (Energy industry expertise)
  •    NWEN - Northwest Entrepreneur Network
  •    Washington Technology Industry Association (WTIA)
  •    Global MIT Enterprise Forum
  •    MIT Enterprise Forum of the Northwest
  •    Harvard Extension School - Current Students & Alumni
  •    Ivy League Alumni
  •    Ivy League Jobs and Recruiting
  •    MIT EF Chapter Volunteers
  •    Harvard Referral Network (HRN)
  •    UW Project Managers 2009
  •    VentureLoop
  •    IVY GROUPS - The Professional Network for Ivy League Alumni
  •    IVY GROUPS: Advertising, Media & Public Relations
  •    Harvard Club of Seattle

Kelly Charlton’s Contact Settings

Interested In:

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

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