Kelly Lynch

Kelly Lynch's work experience begins in 1988, where they worked as a Business Analyst at Franklin Templeton Investments. Kelly later became a Supervisor in the Management Information Systems department and then a Manager in Franklin/Templeton Institutional Services Corp. Kelly was responsible for overseeing operations and service for clients with $5 billion in assets. Kelly implemented various improvements to the services provided.

In 1994, they joined Funds Associates Ltd (FAL) as a Business Analyst and Product Manager, where they completed functionality specifications for mutual fund transfer agency and wrap software.

In 1999, they moved to PFPC Global Fund Services, where they served as a Global Business Development specialist. Kelly sold shareholder accounting software and added new business deals worth $3 million+ in revenue in the first 12 months.

From 2010 to 2014, they worked at BNY Mellon as a Global Business Development representative, selling various technology solutions and services to banks, brokerage firms, insurance companies, and fund complexes.

In 2015, they joined KDS PARTNERS LLC as a Sales Consultant, and then moved on to Envision Financial Systems, Inc. as a Senior Vice President of Business Development, responsible for business development activities and product direction.

Overall, Kelly Lynch has extensive experience in business development and sales roles in the financial services industry.

Kelly Lynch attended the University of California, Berkeley but did not complete a degree there. They then went on to study at the University of Colorado Boulder, where they obtained Bachelor's degrees in Finance and Philosophy.