What people are saying…

  • “Kelly’s intelligence and strategic thinking are unparalleled, making her a true asset in negotiations and partnership development. Kelly played a pivotal role in ensuring the Starwood/Marriott merger and subsequent transition went smoothly. She stayed focused on the big picture while managing the finer details with precision. Kelly brings an innovative, solution-oriented approach, always looking for the best outcomes for all parties involved. Her combination of expertise, collaboration, and insight makes her an invaluable professional in any setting.”

    Atina Gordon, Vice President Marriott Global Cards

  • "I had the pleasure of working with Andy at Merrill Lynch, Bank of America, and American Express, where his breadth and depth of financial expertise truly stood out. Andy brought an impressive ability to navigate complex financial challenges with both high integrity and a results-oriented mindset. His deep understanding of banking operations and strategic focus on growth drivers made him an invaluable advisor to business leaders throughout the organization. With years of experience advising senior leaders, Andy is adept at forecasting and presenting a range of options that support top-line growth while efficiently managing costs. He's a consummate professional and a trusted partner.”

    Edmund Reese, Chief Financial Officer at Aon, Former CFO of Global Consumer Services at American Express, Former CFO of Wealth Management at Bank of America Merrill Lynch

  • “Kelly is a seasoned and experienced payments leader. With a wealth of expertise in partnership management, loyalty strategy, and negotiation, Kelly delivers exceptional results with meaningful business impact. I would highly recommend Kelly's services to anyone”

    Jonathan Rossman, Head of Co-Brand Credit Card, Booking.com

  • "Andy brings extensive expertise in developing and analyzing financial scenarios under various macroeconomic conditions. His deep understanding of the interplay between capital, net income, and risk made him a critical asset in American Express' capital planning efforts, resulting in the Federal Reserve’s approval of the company’s capital plan every year during his tenure. Andy drove the use of advanced analytics and machine learning techniques in building robust stress testing and credit loss capabilities, which were foundational to sound risk management and capital planning strategies."

    Tatyana Gershkovich, Former CFO of Risk Finance at American Express

  • “In my time working with Kelly at a Fortune 100 Company, I found her to be excellent as a left and right brain thinker and leader. She's analytical and meticulous at thinking through details, but also wildly creative. She also has a knack for creating great Partnerships, and coming up with solutions that can work for multiple institutions. She's thoughtful, consistent, tough and fair. I'd jump at the chance to work with her again.””

    Lisa Kalhans, Executive Vice President, American Express

  • "Andy’s exceptional financial leadership consistently drove growth and efficiency across the Merrill Lynch organization. His development of a new Management P&L for the Wealth Management business increased transparency and drove accountability, while his deep understanding of capital allocation ensured our resources were directed towards high-impact initiatives. Through pivotal moments like the 2001 downturn and the 2008 financial crisis, Andy was a trusted advisor to Senior Leadership, skillfully guiding us with his insight and strategic focus."

    Bill McDermott, Chief Operating Officer at Finray and Former Finance Director at Merrill Lynch

  • “Kelly is a well-respected leader who has demonstrated the ability to work through highly complex workstreams, lead cross-functional teams, and drive results on high visibility projects. She is personally invested in the success of these projects and sees things out from start to finish. Working with Kelly was a highlight of my career at American Express. She is a wonderful human and anyone would be lucky to work with her.”

    William R.R. Stern, Senior Manager, B2B Product Partnerships & Business Development, Resy & American Express Global Dining Network