Kelli Bernat

Kelli Bernat has a diverse and extensive work experience. Kelli began their career in 2007 as an Analyst at Houlihan Smith & Company, Inc., where they managed and performed analysis and modeling/projections, strategic analysis, economic and statistical analysis, due diligence, valuation analysis, industry research, and related investigative assignments. Kelli also supervised junior staff members in the completion of industry publications, research and research analytics. In 2009, they took on a temporary role as a Project Assistant to Manager of Dental Hygiene Education at the American Dental Association, as well as a temporary role as a Brokerage Services Analyst at MF Global. At MF Global, they reconciled domestic and foreign invoices as well as trade details and produced monthly reports on the data. Kelli also developed an Access database to track accounting data and collected more than $125K in aged receivables within two months. In 2010, Bernat began working at Capital One Healthcare (F/K/A GE Capital Healthcare Financial Services), where they held multiple roles including Associate, Business Analyst, and Associate - Risk Reporting & Analytics. In 2016, they joined Capital One as an Associate, where they were the primary underwriter for middle market agented senior debt deals in the healthcare sector. Kelli also performed extensive credit analysis for potential new investments and mentored and developed junior team members. Bernat then joined Colburn Hill Group in 2018 as the Director of Client Services & Implementations, a role which they held until 2020 when they moved to Fawkes Health as Director of Client Services and Implementations (F/K/A Colburn Hill Group).

Kelli Bernat attended Eastern Illinois University from 2003 to 2007, earning a Bachelor's degree in Finance. Kelli also attended Kingsley College in 2006, but did not receive a degree. No additional certifications are listed.