Kelly Okeeffe
Managing Director TD Securities
- Role
- AVP Managing Director at TD Securities
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Kelly Okeeffe
Experienced financial services professional with 15+ years of experience. Series 27 with extensive U.S. Broker-dealer knowledge, expertise in internal and external reporting, financial analysis, and internal control development. Skilled in ensuring compliance with financial regulations and standards. A strategic thinker focused on optimizing efficiency and resources, with a strong ability to lead and motivate global teams to meet organizational goals.
Experience
AVP Managing Director
Mar 2023 — Present · New York, NY, US
Education
Mount St. Mary's University
Master of Business Administration (M.B.A.)
2007 — 2008
Mount St. Mary's University
Bachelor of Science (B.S.), Accounting
2003 — 2007
Skills
- Financial Statements
- Sarbanes-Oxley Act
- Financial Reporting
- External Audit
- U.s. Generally Accepted Accounting Principles (Gaap)
- Us Gaap
- Generally Accepted Accounting Principles (Gaap)
- Accounting
- Microsoft Office
- Auditing
- Financial Audits
- Internal Controls
- Gaap
- Assurance
- Financial Analysis
- Financial Accounting
- Sec Filings
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