Jack Kelly serves as a Client Services Associate on the GreatBanc Client Services Team, focused on managing client relationships and ESOP transactions.
Mr. Kelly initially joined GreatBanc Operations Team in 2021, where he specialized in ESOP administration and managing the flow of funds into and out of trusts. This experience allows him to offer his clients unique insight into the day-to-day management of ESOPs.
"I love being able to work with and help so many companies from different industries. It's so rewarding to see regular employees receive life-changing payouts. I'm grateful to help improve the lives of everyday people."
Mr. Kelly holds a Bachelor of Science (BS) in Finance from Illinois State University. He is a member of The ESOP Association (TEA) and the National Center for Employee Ownership (NCEO).
Ask Me About
Golf, skiing, and baseball (Chicago Cubs)
Favorite Quote
"There's the easy way, and then there's the right way."
— Walter White