Nikeya Kelly, MBA
Connecticut College
Tell me more about Nikeya Kelly, MBA?
Nikeya Kelly, MBA is a seasoned strategist, change maker, and leader with 23.5 years of experience in portfolio management, investments, financial services, financial modeling, and risk management. Based in the United States, she is known for her ability to create positive impact and lead change. Nikeya has a diverse skill set that includes communication, client whispering, researcher, analyst, entrepreneur, coach, and cheerleader. She is also adept at executing multidisciplinary projects, managing resources, and navigating the challenges of building and working within diverse teams. Nikeya is known for her calmness, ability to build and work within diverse teams, and the ability to learn and manage money.
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About
I do my best. Judge my success on how my interactions make a positive impact and I don't like losing. I am a seasoned strategist, change maker, and leader for businesses and entrepreneurs - an expert at financial coaching, business development, and leading change. My best days are when I get to do all three. I have worn many hats in my career, both in the United States and internationally. As a result, I have an unique ability to create a picture of what growth looks like; plan and implement multidisciplinary projects; efficiently manage resources; and smoothly navigate the challenges of building, leading, and working within diverse teams so we all can continuously improve, achieve that picture. My professional experiences have shown me the following: - Communication is key - I am the client whisperer. Part marketer, researcher, analyst, entrepreneur, coach, and cheer leader. - Execution is what matters and I get MacGyver with my execution. - The best corporate teams are like the best sports teams. Everyone knows their role; how it is important to the success of the team; strive to be the best in that role; and get rewarded for their achievements. - I know we all can win. - I am the calm one. - I prefer to run towards fires. And most importantly... - EVERYONE needs to understand how to manage money whether they lead or are within an organization. I love making new professional acquaintances and working with new clients. So reach out if you want to talk about new business opportunities, need a coach or funding for your project. Let's see how we can work together.
...See MoreWork Experience
Financial Coach | Business Consultant
Financial Services
Nikeya Kelly, MBA's Professional Milestones
- Manager, Personal And Commercial Banker (2002-01-01~2008-05-01): Provided expert financial advice and guidance, ensuring seamless transactions and strategic decision-making.
- Financial Planner (2000-06-01~2001-11-01): Developing comprehensive financial strategies to optimize company profitability and drive sustainable growth.
Education
International Relations,
Bachelors,
Bachelor Of Arts
1994-1998Skill
Portfolio Management
Investments
Financial Services
Financial Modeling
Risk Management
Financial Analysis
Business Development
Analysis
Equities
Finance
Capital Markets
Financial Planning
Management Consulting
Training
Business Process Improvement
Client Services
Retirement Planning
Management
Wealth Management
New Business Development
Account Management
Strategic Financial Planning
Due Diligence
Certification
Colleagues
Alana Santarelli
client success manager | helping financial advisors better serve tomorrow’s clients
Jason Aronson, CFA
Founder | Chief Product Officer
Stephen Yu
President | Chief Consultant
Elena Notte
General Manager
Jennifer Fuller
General Manager
Other Named Nikeya Kelly, MBA
Frequently asked questions
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Nikeya Kelly, MBA's social media include: Linkedin,
Nikeya Kelly, MBA works for Willow
Nikeya Kelly, MBA's role in Willow is Financial Coach | Business Consultant
Nikeya Kelly, MBA works in the industry of Financial Services
Nikeya Kelly, MBA's colleagues are Alana Santarelli,Jason Aronson, CFA,Stephen Yu
Nikeya Kelly, MBA's latest job experience is Financial Coach | Business Consultant at Willow
Nikeya Kelly, MBA's latest education in Connecticut College