Kelly Charlton

Current

Program Committee Chair at Harvard Club of Seattle
Community Organizer for Public Schools at Neighborhood Schools Task Force

Past

Dinner Forum Co-Lead at MIT Enterprise Forum of the Northwest
Realtor at Coldwell Banker Bain
Consultant at Fidelity Investments

Consultant at Putnam Investments
Consultant at John Hancock Financial Services
Consultant at PFPC Global Fund Services
Consultant at Fidelity Investments
Consultant at Education Loan Services, Inc
Consultant at KL Maguire & Associates
Consultant at Fidelity Investments
Consultant at Dun & Bradstreet Software
Consultant at Massachusetts Registry of Motor Vehicles
Consultant at American Express Information Services Corp.
Senior Programmer Analyst at Colonial Management Associates, Inc.
Consultant at Massachusetts Registry of Motor Vehicles
Consultant at Mellon Financial Services
Consultant at Data-Sys-Tance, DST
Consultant at Fidata Trust Company
Programmer Analyst at Fidelity Investments

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16 more...

Education

University of Washington
Harvard University
The University of Texas at Austin

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Recommended

1 person has recommended Kelly

Connections

166 connections

Industry

Management Consulting

Websites

My Website

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 2009 — Present (1 year 2 months)
Community Organizer for Public Schools

Neighborhood Schools Task Force

(Public Policy industry)

March 2007 — Present (3 years )
Dinner Forum Co-Lead

MIT Enterprise Forum of the Northwest

(Venture Capital & Private Equity industry)

February 2008 — June 2008 (5 months)
Realtor

Coldwell Banker Bain

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

May 2006 — August 2007 (1 year 4 months)
Consultant

Fidelity Investments

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

February 2002 — September 2005 (3 years 8 months)
Consultant

Putnam Investments

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

December 2001 — February 2002 (3 months)
Consultant

John Hancock Financial Services

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

March 2000 — September 2001 (1 year 7 months)
Consultant

PFPC Global Fund Services

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

August 1998 — May 2000 (1 year 10 months)
Consultant

Fidelity Investments

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

January 1994 — July 1998 (4 years 7 months)
Consultant

Education Loan Services, Inc

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

January 1993 — December 1993 (1 year )
Consultant

KL Maguire & Associates

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

May 1992 — December 1992 (8 months)
Consultant

Fidelity Investments

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

August 1991 — May 1992 (10 months)
Consultant

Dun & Bradstreet Software

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

April 1991 — August 1991 (5 months)
Consultant

Massachusetts Registry of Motor Vehicles

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

June 1990 — March 1991 (10 months)
Consultant

American Express Information Services Corp.

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

September 1989 — May 1990 (9 months)
Senior Programmer Analyst

Colonial Management Associates, Inc.

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

June 1987 — September 1989 (2 years 4 months)
Consultant

Massachusetts Registry of Motor Vehicles

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

March 1987 — May 1987 (3 months)
Consultant

Mellon Financial Services

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

June 1986 — February 1987 (9 months)
Consultant

Data-Sys-Tance, DST

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

November 1985 — June 1986 (8 months)
Consultant

Fidata Trust Company

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

September 1985 — October 1985 (2 months)
Programmer Analyst

Fidelity Investments

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

January 1980 — September 1985 (5 years 9 months)

Kelly Charlton’s Education

University of Washington

Project Management Certificate , Project Management , 2008 — 2009
Harvard University

CSS , Business Administration , 1980 — 1982

CSS, Certificate of Special Studies in Administration and Management
The University of Texas at Austin

BA , English Literature , 1976 — 1978

Additional Information

Kelly Charlton’s Websites:

My Website

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