Financial Advisor

• May 2017 - Present

CEO, Founder & Adventure Travel Designer

• 2013 - Feb 2020

My name is Kelly Mwila and I'm the CEO of Alaska to Africa Travel, LLC. My specially crafted itineraries are designed help groups and individuals recharge and do something awesome together. Alaska and Africa are particularly ideal destinations because these intimate encounters with raw nature challenges them to see the world in a new way - giving them the edge they need. My name is Kelly Mwila and I'm the CEO of Alaska to Africa Travel, LLC. My specially crafted itineraries are designed help groups and individuals recharge and do something awesome together. Alaska and Africa are particularly ideal destinations because these intimate encounters with raw nature challenges them to see the world in a new way - giving them the edge they need.

Corporate & Investment Banking Support

• Mar 2005 - Nov 2015

Supported senior managers and global heads, organize meetings, manage diaries, plan extensive business travel, invoicing, event planning: ICG Equities, Liquid Asset Finance, Global Liquidity Management, Listed Derivatives, Markets Clearing. Supported senior managers and global heads, organize meetings, manage diaries, plan extensive business travel, invoicing, event planning: ICG Equities, Liquid Asset Finance, Global Liquidity Management, Listed Derivatives, Markets Clearing.

Financial Sponsors Coverage

• 2004 - 2005

Supported Managing Directors in the Private Equity Group, monthly tracking of FAS revenue, created public information books, managed diaries, expenses, heavy travel planning. Managed firm's corporate membership to the Council on Foreign Relations. Assisted in writing, editing, sending and filing engagement letters and retainer agreements etc. Supported Managing Directors in the Private Equity Group, monthly tracking of FAS revenue, created public information books, managed diaries, expenses, heavy travel planning. Managed firm's corporate membership to the Council on Foreign Relations. Assisted in writing, editing, sending and filing engagement letters and retainer agreements etc.

IB Marketing & Communications Team, F&O Team

• 2001 - 2004

IB Marketing & Communications: Assisted in planning and execution of IB events through the US, worked projects and presentations for IB-wide communication plans, created and maintained global IB e-mail distribution lists, prepared and globally distributed daily emails such as Deal Alerts, billing, purchasing, transcription of IB management communications for publication etc. Futures & Options: updated margin balances and cash flows, reconciled monthly bank statements, point balances, planned and executed prjects, data entry, filed expense reports, helped in audit preparations, daily variation margin reports and report cards.

Publicity Assistant to President of PR Firm

• Jan 2002 - May 2002

Booked interviews, speaking engagements, backgrounder meetings for clients including National Geographic Channel, Legal Affairs Magazine, Inc., Sebastian Younger and Oliver North. Created personal media schedules, calendars, escorted clients to events, researched and created media lists, reviewed/edited press kits prior to distribution, helped draft/edit client contracts, assisted in the coordination and execution of the national launch of a legal magazine, created invoices, billed clients, conducted various other accounting functions.