Executive Vice President
Head of Workplace
With over 20 years in the financial services industry, Kelly has played a critical role in leading our strategy and developing our institutional relationships with important employers, plan providers and consultants in order to provide high-quality advisory services to millions of Americans. As the EVP and Head of Workplace, Kelly leads the marketing, product and strategy initiatives that deliver our unique offering and client experience to more than 10 million plan participants. In her prior role as Chief Administrative Officer and Chief Risk Officer for Edelman Financial Engines, Kelly was responsible for setting our long-term vision and helping the company execute on our strategy through leadership of our Corporate Strategy and Development, Corporate Communications, Legal & Compliance, Human Resources, and Risk Management functions. Kelly joined Financial Engines in 2003 and, during her long tenure, has held several additional leadership roles, including Business Operations, Corporate Marketing, and Institutional Marketing.
Kelly is the founder and executive sponsor of the Edelman Financial Engines Women in Leadership program which helps develop women into leaders in the organization and the financial services industry. In addition, Kelly is an influential voice through her testimony on financial issues on Capitol Hill, an expert on the future of innovation at financial technology conferences, and as a media resource on the topic of women & investing.
Prior to joining Financial Engines, Kelly was Director of Consulting and an analyst for Cerulli Associates and a manager and associate at PriceWaterhouseCoopers.
Kelly received a bachelor’s degree in Accountancy from the University of Missouri and was selected as a participant for Harvard Business School’s Women in Leadership Executive Program.