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Kelly L.

Kelly L.

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CEO @ CEO at Strat/Assist, Conditioning Companies for Capital & Growth
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Education

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USC Marshall School of Business

MBA, Strategy & Finance 1993-09-01 - 1995-05-01
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Questrom School of Business, Boston University

BS Business Administration, Concentration in Marketing and Finance 1977-01-01 - 1981-01-01
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UCLA

, Certificate Program in Accounting and French Language -
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Taylor Allderdice High School

, -

Work Experience

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Strat/Assist

Current

Strat/Assist

Skills

Strategy Executive Management Business Planning Financial Modeling Strategic Planning Finance Financial Analysis Competitive Analysis Due Diligence SEC filings Strategic Partnerships Investor Relations Mergers & Acquisitions Joint Ventures Start-ups Entrepreneurship Investment Banking International Business CRM Healthcare/Pharma

Summary

Experienced, instinctive, and intuitive strategy and finance executive offering more than 25 years of entrepreneurship, leadership, strategy, financial management, analysis, and C-level experience within technology, media, entertainment, internet/e-commerce, telecom/mobile/wireless, pharmaceutical and healthcare industries. Ability to leverage limited resources to create more resources. Leveraging and investor orientation with operating savvy to improve rates of business/investment success. Results-focused, creative, innovative, team builder/player/leader with proven ability to discover and implement expansion opportunities, to see the whole field, and incorporate that view in to cogent, understandable, and actionable plans. Out-of-the-box thinker with the wisdom to know when to stay in the box. Talent for pro-actively identifying and resolving problems, reversing negative trends, controlling costs, creating tangible and intangible value, maximizing productivity, and delivering value increases. QUALIFICATIONS • Conditioning Companies to be Ready for Capital Investment • Securing Debt and Equity Capital • Managing Alternative Investments for Angels/Corporate Investors • Merger and Acquisition Negotiations • Strategic Financial/Business Planning • Detailed Financial Modeling & Analysis • Benchmarking/Critical Performance Indicators • Corporate Governance and Due Diligence • Bank Negotiations & Relations • Communications and Public Speaking

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