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Kelly is an experienced accounting professional who provides comprehensive financial services to a diverse portfolio of clients, primarily in the securities and loan sectors. Her responsibilities include monthly reporting, financial statement preparation, and coordination with both the internal tax team and external auditors. She is also actively involved in reconciling bank accounts to ensure financial accuracy and compliance.
Prior to joining Circumference FS (USA) Inc., through its predecessor company, formerly Wilmington Trust, Kelly gained over 10 years of experience and brings deep industry knowledge and a strong commitment to service excellence. She holds a bachelor’s degree in accounting from Boise State University and has earned the Corporate Trust Master’s Certification.
