Kelley Gambrell

Experience

• 

  KPMG

  Sept 2000 - Dec 2003

  Senior Associate

  Worked in the audit practice serving clients primarily in the financial services and real estate industries, including a few SEC clients.

• 

  Delta Air Lines

  Jan 2004 - Sept 2005

  Financial Reporting Specialist

  Key responsibilities included preparing 10-Q and 10-K filings and some month-end close responsibilities.

• 

  Wendy's/Arby's Group, Inc.

  Sept 2005 - Jun 2010

  Manager of SEC Reporting

  Key responsibilities included preparing SEC 10-Q and 10-K filings, accounting for stock-based compensation, preparing debt covenant compliance packages, preparing standalone financial statements for certain entities and accounting for investment portfolio.

• 

  The Wendy's Company

  Jun 2010 - Dec 2011

  Shareholder Relations Manager

  Key responsibilities include handling inquiries from investors and potential investors, preparing materials for the quarterly earnings release process (press release, call slides and script, potential Q&A, etc.), preparing materials for Board of Directors meetings, managing relationships with certain vendors such as stock transfer agent, assisting in preparation of the Annual Report and Proxy Statement and planning the annual meeting of shareholders, preparing presentations and scripts for Investor Day. Show less

• 

  The Wendy's Company

  Mar 2012 - Nov 2012

  Independent Contractor - Financial Reporting
• 

  Ellie Dean Embroidery

  Jul 2014 - now

  Owner

  Custom embroidery, monogramming and appliqué items for adults, children and the home. www.facebook.com/elliedeanembroidery

• 

  Emory University

  Jul 2014 - Mar 2022

  • Director of Compliance - Emory Investment Management

    Sept 2018 - Mar 2022

  • Manager, Compliance and Reporting - Emory Investment Management

    Jul 2014 - Aug 2018
• 

  Simon Compliance LLC

  Apr 2022 - now

  • Senior Managing Director

    Aug 2024 - now

  • Senior Compliance Associate

    Apr 2022 - Jul 2024