I am a CFA charterholder transitioning from corporate treasury into capital markets and investment management, bringing a unique blend of analytical rigor and operational execution to portfolio and capital allocation decisions.

My background bridges investment analysis, debt capital markets, and balance sheet strategy. I have owned end-to-end decisions on FX exposure management, debt portfolio optimization, liquidity planning, and fixed income execution. This work translated market signals into frameworks that improved forecast precision by 25% while strengthening how currency and balance sheet risks were evaluated at the enterprise level.

What differentiates my approach is decision ownership, not just analysis. I frame the problem, evaluate scenarios using derivatives and fixed income instruments, assess counterparty and liquidity risk, recommend the action, and implement the solution. Then I communicate implications clearly to CFOs and senior leadership. I work where judgment determines outcomes, not just process.

I am pursuing roles in capital markets, investment management, and portfolio management where my treasury foundation becomes an advantage: understanding how funding costs, balance sheet constraints, and liquidity dynamics influence investment decisions. This includes portfolio manager, investment manager, and capital markets roles at asset managers, insurance companies, corporate treasuries, and financial institutions.

Tristan Kelley

Harvest Healthcare

Advanced Practice Nurse

Optum

APRN

The William W. Backus Hospital

Resource RN, cardiac certified

Registered Nurse

Nurse Resident

Connecticut

Providing supervision along with care of activities of daily living. Working with the family to help develop care plans for their child so that they can grow and develop.

Personal Support Aide

University of Saint Joseph

Aiding the students in reviewing and preparing for their exams and quizzes. 

Ran intimate study tables and private tutoring, answering questions that the students had. Would host large study session which material was already prepared and there would be a designated focus for that session.

Tutor/Supplementary Instructor

Experienced Advanced Practice Nurse with a demonstrated history of working in the health wellness and fitness industry. Skilled in Communication, Teamwork, Clinical Research, Strategic Planning, and Cardiopulmonary Resuscitation (CPR). Strong healthcare services professional with a Master's degree focused in Adult Health Nurse/Nursing from University of Connecticut. 

taplio

The Battle

Tristan Kelley

Chana Kelley

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