Kelly Fay

Kelly Fay

PASS Camp Coordinator

Followers of Kelly Fay799 followers
location of Kelly FayDenver, Colorado, United States

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  • Timeline

  • About me

    Regional Vice President, Equitable 1290 Funds

  • Education

    • University of Colorado Denver

      2020 - 2024
      MBA
    • University of Denver

      2007 - 2011
      Bachelor of Arts (B.A.) Geography
  • Experience

    • University of Denver

      May 2010 - Aug 2011
      PASS Camp Coordinator
    • Verizon Wireless

      Sept 2011 - Nov 2013
      Retail Sales Representative
    • Project C.U.R.E.

      Feb 2012 - Aug 2013
      Office of Corporate Development

      -Provide support for the Fund Development Team of the worlds largest distributor of donated medical supplies-Assist with corporate outreach nationally and internationally, targeting CSR programs for sponsorships-Facilitate warehouse tours and introductory meetings with potential sponsors, donors, and volunteers-Maintain relationships with corporate sponsors, including regular correspondence and long-term sponsorship planning-Maintain database detailing corporate relationships-Assist in preparation and facilitation of Project C.U.R.E. fundraising and awareness events, including receptions, luncheons, and golf tournaments-Serve as a representative for Saving Mothers, Giving Life organization, targeting maternal mortality rates in Zambia, Malawi, and Uganda-Secured in-country corporate sponsorships and government support for health initiatives in Zambia-Conduct Needs Assessments at hospitals and clinics supported by Project C.U.R.E. Show less

    • Primal Wear

      Dec 2013 - Mar 2016
      Customer Account Specialist

      Project management for all custom cycling apparel orders for all clients in the Southeastern 9 states-Effectively communicate client's artistic concepts to graphic design team-Review all designs and products with client to ensure satisfaction-Manage design timelines and order timelines to ensure on-time delivery of all custom products-Process custom and in-line orders-Effectively communicate product knowledge and qualify clients for specific apparel pieces-Set up at expo events and partner events to promote products and maintain client relationships-Manage 200+ active projects simultaneously Show less

    • AXA

      Apr 2016 - Jan 2019
      Regional Sales Associate

      Partnered with external wholesaler in Eastern PA covering independent financial planners, a territory producing $90m annually. Initiated/followed up on sales calls including product education, sales ideas, and running illustrations to drive sales. Leveraged relationships with producers, effectively communicating pertinent information regarding paperwork, product updates, training requirements to drive business and enhance experience

    • UBS

      Jan 2019 - Mar 2023
      Wealth Strategy Associate

      Supports two Wealth Advisors in a business development, investment research, client services, and operational capacity.

    • Equitable

      Mar 2023 - now
      Regional Vice President, Equitable 1290 Funds

      • 1290 Funds Wholesaler – Registered Representative – Equitable Distributors, LLC – The named individual is a registered representative of Equitable Distributors, LLC.

  • Licenses & Certifications

    • **Registered States** AZ, CA, CO, CT, FL, HI, IL, MA, ME, MO, NH, NJ, NM, NY, OR, TN, TX, UT, VA, WA, WV, WY

      FINRA
    • Life Insurance

      Colorado Dept of Insurance
      Jun 2016
    • Series 63

      FINRA (Financial Industry Regulatory Authority)
      May 2016
    • Series 7

      FINRA (Financial Industry Regulatory Authority)
      Feb 2019
    • Series 6

      FINRA (Financial Industry Regulatory Authority)
      May 2016