Financial Analysis & Advisory Professional

Dylan T. Kelley

401-***-**** ️ ***********@*****.*** North Kingstown, RI

SUMMARY

Business and financial professional with a Bachelor’s Degree and extensive experience across financial consulting, investment evaluation, real estate valuation, and small-business operations.

Proven background supporting private and corporate entities with financial analysis, due diligence, accounting review, and strategic decision-making.

Adept in client relationship management, risk assessment, and cross-functional coordination.

Known for operational leadership, process improvement, and consultative advisory.

CORE COMPETENCIES & TECHNICAL SKILLS

Financial Analysis & Reporting

Business Consulting & Advisory

Due Diligence & Feasibility Studies

Investment Evaluation (Equity, Debt, Real Estate)

Market Research & Valuation

Client Relationship Management

Risk Assessment & Mitigation

Regulatory & Compliance Awareness

Small Business Operations & Strategy

Operational Leadership & Process Improvement

CRM & Workflow Management Platforms

Industry-Specific Portfolio & Valuation Software

Microsoft Office Suite (Excel, Word, PowerPoint, Publisher)

AS400, AOM, Calyx

RELEVANT EXPERIENCE

Atlantic Funding and Transfer, LLC, Warwick, RI 2006 – Present

Financial / Business Consultant

Evaluate large-scale investment opportunities and perform intensive accounting analysis for viability assessment.

Produce written financial assessments with recommendations based on cash flow, risk, valuation, and market conditions.

Serve as intermediary overseeing loans and stock purchases ranging from $500K–$20M.

Maintain accounting and distribution records for equity transactions.

Support restructuring efforts for bulletin board/OTC entities seeking growth capital.

Advise on conversion to public entities on domestic and foreign exchanges.

Lighthouse Consulting, LLC, North Kingstown, RI 2005 - 2017

President / Owner

Provided business development solutions to small and mid-sized organizations.

Designed operational procedures to improve efficiency, scalability, and profitability.

Conducted workflow assessments and advised on organizational optimization.

Advised individuals and corporations on purchasing, investing, and disposing of real property.

Conducted feasibility studies to quantify returns, risk, and investment performance.

American Appraisal Group, LLC, Warwick, RI 2005 - 2008

Owner / President

Owned and managed real estate appraisal firm serving 50+ banks and brokers.

Delegated appraisal assignments across New England and oversaw quality control.

Conducted customer presentations on valuation principles and market trends.

Achieved 100% customer retention over multiple years.

Owner Realty, Inc. / Loans Unlimited, Narragansett, RI 2002 - 2005

Co-Owner / Vice President

Managed 12+ realtors and loan officers; oversaw daily operations across multiple entities.

Developed advertising and promotional strategies which resulted in expanded market share.

Top producer in both property sales and loan origination.

Increased appraisal banking clients by 375% during tenure.

Morgan Stanley, Providence, RI 2001 – 2002

Financial Advisor

Developed customized investment plans for individuals, families, and businesses.

Managed portfolios of equities, bonds, mutual funds, annuities, and managed futures.

Conducted educational presentations for prospective clients.

Maintained ongoing client communication to support retention and growth.

Suretrade, Inc., Lincoln, RI 1999 - 2001

Customer Resolution Specialist / High Net Worth Advisor

Supervised 50–60 representatives; trained staff on complex client scenarios.

Supported licensing exam preparation and regulatory compliance.

Managed high-net-worth client relationships.

OTHER WORK EXPERIENCE

Elite Express / FedEx, Warwick, RI 2022 - 2025

Logistics & Delivery Operations

Provided customer-facing delivery logistics to residential and commercial clients.

Adhered to routing standards, chain-of-custody protocols, and delivery documentation.

Ensured compliance with safety, timing, and accuracy requirements.

UPS, Warwick, RI 2017 - 2019

ODC Supervisor

Supervised 18–20 employees in international operations.

Oversaw receiving, packaging, and cross-department coordination.

Managed payroll and scheduling for assigned teams.

EDUCATION

Bucknell University

BS, Economics & Finance, cum laude

BS, Pre-Med/Biology, cum laude

Georgetown University / University of Rhode Island

MBA, Finance (coursework completed 2000)

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