T. KELLY

Theresa Kelly

PORTFOLIO ADMINISTRATOR

Theresa has a Bachelor of Science Degree in Business Administration with a Marketing Minor (AACSB accredited) from Alfred University, New York.  Prior to this, she also received her Associates Degree in Computer Graphic and Design from Alfred State College. Her prior work experience consists of a Consulting Agreement with EWA Capital Partners Inc. where she was an Executive Assistant; a Consulting Agreement with Lakeview Financial IPC Securities Corp., as a Marketing Manager. She also spent time at George P.Ihle III State Farm Agency where she was a NYS Licensed Sales Representative and Office Manager.

In any position she is in professionally and personally, she is motivated to learn and grow. She believes that happiness is an integral part of achieving this and is highly motivated to make an impact.

Theresa is originally from America so in her spare time she loves to explore, and see what Canada has to offer. Her long list of hobbies ranges from anything like art, or music, to sporting events and movies. Most importantly, when she is not at work, she enjoys spending time with her wife and their dog.

CONNECT

  • theresa.kelly@bellvest.ca
  • 905.337.2227 Ext. 213