Thomas Kelly
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Executive Summary
Thomas Kelly is an experienced finance professional with over 25 years of experience in Risk Management, Investment Banking, and Management Reporting. He excels in managing control functions, uncovering and reporting on risk issues, and partnering with senior leadership to tackle and mitigate tough business issues. Thomas has a strong background in financial reporting, planning and analysis, expense control, and control procedures. He has also managed important corporate initiatives focused on compliance with Sarbanes-Oxley regulations and streamlining costs. Currently, he is a part-time member of the Knopman Marks faculty, training students for the SIE, Series 7, and Series 63 exams.
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Knopman Marks Financial Training
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