Pete Kelly

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Pete Kelly

Senior Consultant

Orange County


Management Consulting


Process Optimization

Operations Management

Pete Kelly has 30 years of sales and operations experience in the Financial Services industry, including 15 years of call center management experience. He is a consultative partner to business decision-makers for multiple organizations in the financial services and real estate sectors.  He has led engagements for Bridgeforce Consulting, Meridian Technologies, Newbold Advisors and OpexNow.  He is a multi-talented, accomplished senior sales and operations professional with over 30 years proven success in revenue growth, process optimization and cost reduction. He is an expert in sales, marketing, operations management, restructuring and team leadership/development. He has full P&L experience, and focuses on strategic market and needs assessment, unifying mission and goal development and innovative marketing and sales programs, together with creating effective processes and motivated teams to implement corporate strategies.  Mr. Kelly also served as the Vice President, Vendor Management Strategy & Oversight at Bank of America, where he was responsible for operational risk management, strategy and vendor oversight for Default Services Vendor Management.