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

Multiply ME

The powerful video training system for fast-paced businesses that need to upskill staff in half a time and create consistent standards.

System Manager

InfoCentrale Business Management Services

InfoCentrale is a growing BPO company based in the Philippines. Our main core is to scale up your business providing cost-effective and efficient business management services. We don't add expenses, we add revenue!

Senior Operations Manager

Upwork

Virtual Assistant

I help the insurance industry attract and book qualified leads, saving businesses time and money using LinkedIn. My lead generation services include B2B lead generation, and I specialize in life insurance policies.

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The Battle

Tristan Kelley

Kimberly Loyola

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