Kelly Lytle
- Role
- VP, Sales & Carrier Partnerships at Proformex
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Kelly Lytle
I am a creator of new business and revenue initiatives with demonstrated success…
Experience
VP, Sales & Carrier Partnerships
Dec 2019 — Present
Proformex is transforming how the world manages life insurance policies. We\'re an end-to-end digital solution helping the industry maximize value from inforce policies and data. We connect our customers to to critical, actionable data in one centralized platform, enhancing the overall value of client relationships, mitigating risk, and creating new opportunities for revenue growth. Our solution empowers banks, broker-dealers, distributors, and independent advisors with unmatched data-driven insights and client engagement tools, protecting clients’ investments in insurance assets and generating growth at the same time.
Education
Princeton University
B.A., Economics
2001 — 2005
Skills
- Management
- Market Research
- Investment Banking
- Mergers & Acquisitions
- Retirement Planning
- Program Management
- Negotiation
- Financial Modeling
- Emerging Markets
- Fast Track
- Wealth Management
- Trading
- Insurance
- Sales
- Finance
- Running
- New Business Development
- Analysis
- Business Development
- Due Diligence
- Portfolio Management
- Financial Structuring
- Financial Analysis
- Alternative Investments
- Capital Markets
- Sprints
- Forecasting
- Competition
- Asset Allocation
- Investments
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