Director, Regional Sales
Kelly is the Regional Director for Millennium Trust in the Midwest region. He and the team provide secure solutions to help fund managers and SEC Registered Investment Advisors meet the Custody Rule requirements, provide enhanced transparency and deliver necessary reporting through Millennium’s Fund Custody, Safekeeping and Verification services. Kelly also works with our client relationships offering our individual custody solution for firms that would like to position retirement accounts as an option when raising investor capital.
He brings over 15 years of experience in the financial services industry to the Custody Services team. Before joining Millennium Trust in 2018, Kelly served as Vice President and Business Development Officer at US Bank and Regional Vice President at Scottrade Advisor Services.
Kelly holds a bachelor’s degree in business marketing and earned his MBA from Texas A&M University-Commerce. He previously held FINRA Series 7 and 66 licenses, and currently holds the Certified Fund Specialist designation and a certificate in alternative investments from The Institute of Business and Finance.