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

I'm just a space for others greatness. 

Some of my notable achievements include:
-Scaling Diamond CBD to $40 million MMR using SEO tactics
-Creating the go-to-market strategy for SadaPay, a modern financial service for Pakistan, 
-Writing a two best-selling book on growth hacking and personal development
-Marketing consultant for the team at Icy Tools which became acquired by QuickNode
-Built the marketing team for Elite Body Sculpture that went public on NYSE for $1 billion
-Fan Acquisition Campaigns for Inter Miami CF that led to the passing of the Freedom Bill

By far my most notable achievement is building this incredible community of professionals that collaborate on Discord. If there's one thing that grabs your attention from my profile I hope it's this as this ecosystem is changing lives everyday.

taplio

The Battle

Tristan Kelley

Joseph Φ Casanova

Followers

Posts

Engagements

Likes

Ready to grow your LinkedIn presence?