Brian Kelley

Background

About Brian Kelley

Strategic Business Development Leader with an expansive 20+ year track record of driving multibillion-dollar sales in the financial industry through building a stronger distribution retail strategy model. Ability to innovate and expand into new markets by helping clients and partners amplify their message and initiatives to ultimately drive growth and revenue; increased Putnam’s multibillion-dollar market share by 3Xs during leadership. LEADERSHIP EFFECTIVENESS: Business Development Strategy and Distribution Experience – “An organization growth comes from anticipating what the client needs.” • Thrives on actualizing strategies via a strong focus on data and anticipating client needs for complex multi-layered national distribution sales teams and processes. • Drove effort for data analytics to implement segmentation and technology adoption for investment and practice management efforts. • Built integral technology initiatives incorporated into the standard business model which allowed for pioneering solutions for financial advisors in creating their own practice. • Stays at the top of new research in order to help home office clients make informed investment decisions, learn, and adapt to new technologies, and, more importantly, grow practice with unique client acquisition strategies. Collaborative Culture – “Culture is the best predictor of future success. People want to feel they are a part of something larger.” • Brings the entire firm to the point of sale and back, creating a shared vision and culture that leverages strengths across a large organization using a top-down/bottom-up approach. • Builds collaborative cultures for current and future wholesalers (300-400+) to be successful innovative industry leaders. • Works cross-functionally to bring the organization together: sales management, marketing, product, investment division, finance, PR, operations, etc. Leadership Mindset- “Leadership is a behavior, not a position. Find the tenets that speak to you.” • Ability to take care of those in your charge, empower others, have empathy, make decisions and actualize on them, have a moral compass and check it, and make the most of today. • Always looking for ways to align with client and partner goals to drive growth and revenue. The views and opinions expressed are my own, are subject to change with market conditions, and are not meant as investment advice. I am affiliated with Putnam Retail Management.