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    4. Charlie Kelly

      Engaging Partner and Senior Director with expertise in business development, process improvement, and analysis

      ADVISOR BIOGRAPHY

      Charlie Kelly is an accomplished Senior Executive and Thought Leader with more than 20 years of success across the IT, mortgage, and finance industries. Leveraging extensive experience with product development in e-commerce and debit/credit processing, he is a valuable advisor for an organization seeking guidance through technological transformation and growth. His broad areas of expertise include business development, process improvement, fintech, strategy, pricing, and contracts.

      Throughout his executive career, Charlie has held leadership positions with Remedy Consulting, Fiserv, and The Jordan Chase Group.

      2019 - Present

      Partner | Sr. Director - Remedy Consulting

      Remedy Consulting

      • Consulting with banks and credit unions

      2005 - 2018

      Vice President, Pricing, Product and Contracts - Fiserv

      Fiserv

      • Ran sizeable pricing and contracts team
      • Responsible for a multibillion-dollar business
      • Consulted with the product development team on new offerings and bundled offerings

      1998 - 2005

      General Manager - The Jordan Chase Group

      The Jordan Chase Group

      • Built the technical sales division of the company

      I’m Available To Advise On The Following Subjects

      FinTech

      Business Process Improvement

      Product Development

      Business Development

      Pricing of SAAS

      Product development in e-commerce, mobile, payments, debit, credit processing

      Managing sales team

      Managing profit and loss

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