
Kelly Fay
PASS Camp Coordinator

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About me
Regional Vice President, Equitable 1290 Funds
Education

University of Colorado Denver
2020 - 2024MBA
University of Denver
2007 - 2011Bachelor of Arts (B.A.) Geography
Experience

University of Denver
May 2010 - Aug 2011PASS Camp Coordinator
Verizon Wireless
Sept 2011 - Nov 2013Retail Sales Representative
Project C.U.R.E.
Feb 2012 - Aug 2013Office 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 2016Customer Account SpecialistProject 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 2019Regional Sales AssociatePartnered 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 2023Wealth Strategy AssociateSupports two Wealth Advisors in a business development, investment research, client services, and operational capacity.

Equitable
Mar 2023 - nowRegional 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 InsuranceJun 2016.webp)
Series 63
FINRA (Financial Industry Regulatory Authority)May 2016.webp)
Series 7
FINRA (Financial Industry Regulatory Authority)Feb 2019.webp)
Series 6
FINRA (Financial Industry Regulatory Authority)May 2016
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