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Barry Kelly B.A.

701, 35 High Park Avenue, Toronto, M6P 2R6

Phone: 647-704-3905

Email: barryjkelly87@gmail.com

Career Objective

My objective is to build and develop a career in the Finance and Insurance sectors. My aim is to make a

significant contribution to your organization whilst developing my own knowledge and skills. I aim to use

my previous work experience to aid me in excelling in the finance market and become a strong company

asset. Key areas of interest are:

Finance Risk Management Investor Relations

Insurance Investment Banking Regulation

Education

Bachelor of Arts in International Insurance and European Studies Sep’06-May‘11

University of Limerick, Ireland (Honours). Modules included:

Underwriting

Management

Alternative Risk

Transfer

Insurance Law and

Claims

Reinsurance Risk and Insurance Governance and Risk

International Insurance Principles of Life

Insurance

Finance

My final year thesis was titled “Nanotechnology from an Insurance Perspective with a Case Study on how

the effects of the ‘Asbestos Epidemic’ can be used to prevent a similar outcome”.

Work Experience

Investor Relations, Associate II, IFS State Street, Toronto, Ontario Oct ’13-Present

Responsible for maintaining Client records for a number of Hedge Funds.

Managing investors relations and provide a constant line of communication between the investors

and the Hedge Fund.

Processing and distributing investor statements monthly, ensuring accurate reporting.

Strong knowledge of FATCA and ensuring investors are fully compliant within IRS guidelines.

Book and review investor transactions and the transferring of funds accordingly.

Maintain a strong relationship with the Fund Investment Manager.

Ensure a high standard of accuracy and ensure reporting goals and deadlines are met.

Resume: Barry Kelly

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Customer Service/Sales Representative, O2 Telefonica, Co. Limerick, Ireland Feb ’12-Jan ’13

(O2 Telefonica is one of the largest European telecommunications companies and is one of two market

leaders in Ireland. It employs approximately 1,800 employees with 1.6 million customers in Ireland. I was

originally a customer service representative but after only four months I was selected to be part of a newly-

formed and highly successful sales and retentions team due to my high level of performance.)

Responsible for dealing with customers suspended for suspected fraudulent behavior. Assess the

particular situation suspected of fraud and advise the customer why they are suspended and how it

can be rectified.

Responsible for retaining customers thinking of leaving O2 by promoting the benefits of being an

O2 customer and showing what sets O2 apart from the competitors. Provide value to the customer

whilst retaining the highest profitability for the business.

Required to meet a sales target of 60% retention every month. Met and surpassed monthly

individual goals whilst also aiding fellow team-members to meet our targets.

Elected save champion which required me to liaise with a member of the customer care team

providing advice and information for the new sales team. Sat in on customer care team meetings to

discuss any issues that might have arisen and relay back monthly retention scores and ensuring

further joint co-operation between the sales team and customer care

Responsible for re-contracting and processing upgrades for customers and dealing with general

customer queries

Customer Service Representative, Fexco/Bord Gais, Co. Kerry, Ireland Dec‘11-Feb ‘12

(Fexco is a fast-growing Irish based financial services company that employs 1,300 employees. My role

within Fexco was as a customer service representative for Bord Gáis. Bord Gáis is the main supplier of

natural gas in Ireland. It has a customer base of over 1 million.)

Managed customer queries for both gas and electricity

Administered payments, managed new customers and customers leaving Bord Gais.

Accounting Operations, Allied Irish Bank, Dublin, Ireland Jan‘09-Sept ’09

(Allied Irish Bank is the largest commercial bank in Ireland with a workforce of 24,000. I was employed

here as part of my college degree.)

Responsible for the processing and final approval of staff expenses. I was responsible for ensuring

all expense forms were signed by both the employee and the correct manager and that the signature

matched the mandate. If there were any discrepancies I would ensure that all the correct procedures

were followed before approving the payment of expenses

Processed general AIB expenses ensuring invoices and receipts matched the payments made.

Developed my computer skills, numerical skills, and gave me an in-depth knowledge on how large

companies operate and especially how the financial industry operates.

Resume: Barry Kelly

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Key Competencies

Hobbies and Interests

Gaelic Football – Played all age groups with my local, school, University and U-18 County team

Soccer – Played all age groups with local and school teams

Rugby – Regularly attend Ireland and Munster rugby matches

Travelling to new places

Attending live music events

Excellent references available upon request.

Excellent Teamwork skills

Strong Leadership

Excellent customer service

Comfortable taking on new challenges and projects

Excellent computer skills including Word and Excel (vlookup, macro, pivot tables)