Mary Kelly
VP Relationship Management at Morgan Stanley at Work
- Role
- Relationship Manager at Morgan Stanley
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Mary Kelly
SENIOR BUSINESS DEVELOPMENT and RELATIONSHIP MANAGERB2B / Consultative Sales / Customer Support / Project ManagementIntangible Services / Change Management / Team Building and MentoringA consultative sales and sales management professional, I have been successful in selling and delivering solutions for complex problems B2B. I have built record-setting sales teams. I have also built support teams that provide superior service driving repeat and referral business as well as clients who provide solid references. Strengths include…• Increasing sales, profits and market share in intensely competitive environments• Winning, retaining and expanding key account relationships• Transforming marginal teams and companies into company and industry leaders• Establishing productive strategic alliances and opening new channels• Maximizing customer satisfaction while keeping costs well under controlMBA in Finance, DePaul University. BA in Business Administration, Aurora University. FINRA Series 7, 24 and 63. Expert contract negotiator and skilled alliance manager focusing on bringing best-in-class services to clients. Possess a commitment to consistent communication and performance measurement.
Experience
Relationship Manager
Jan 2021 — Present · Chicago, IL, US
Education
DePaul Driehaus College of Business
MBA, Finance
1990 — 1991
Aurora University
BA, Business Administration
1981 — 1985
Skills
- Financial Risk
- Asset Management
- Sales
- Investments
- Retirement
- Strategic Financial Planning
- Corporate Governance
- Financial Planning
- Mergers
- Proactive Self-Starter
- Contract Negotiation
- Cross-Functional Team Leadership
- Management
- Corporate Finance
- Sales Management
- Financial Modeling
- Project Management
- Cash Management
- Options
- Consultative Approach
- Financial Services
- Crm
- Risk Management
- Retirement Planning
- Series 63
- Finra
- Strategic Thinking
- Executive Management
- Securities
- Series 24
- Stocks
- Equities
- 401k
- Investment Advisory
- Finance
- Financial Analysis
- Mergers & Acquisitions
- Relationship Management
- Investor Relations
- Due Diligence
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