Kelly Wilsey
Senior Consultant at "The You Network"- Claim this Profile
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Bio
Steve Schwalje, RICP®
Kelly has a way of bringing a calm and professional approach to an emotional and stressful conversation and process for families with aging relatives. She digs deep to explore the key care-abouts and true concerns for her clients and will then work diligently to find the Right solution, going to bat on their behalf when needed. After placement, she remains a resource to address any concerns or ongoing questions. Grateful to have Kelly on my list of Partners!
Steve Schwalje, RICP®
Kelly has a way of bringing a calm and professional approach to an emotional and stressful conversation and process for families with aging relatives. She digs deep to explore the key care-abouts and true concerns for her clients and will then work diligently to find the Right solution, going to bat on their behalf when needed. After placement, she remains a resource to address any concerns or ongoing questions. Grateful to have Kelly on my list of Partners!
Steve Schwalje, RICP®
Kelly has a way of bringing a calm and professional approach to an emotional and stressful conversation and process for families with aging relatives. She digs deep to explore the key care-abouts and true concerns for her clients and will then work diligently to find the Right solution, going to bat on their behalf when needed. After placement, she remains a resource to address any concerns or ongoing questions. Grateful to have Kelly on my list of Partners!
Steve Schwalje, RICP®
Kelly has a way of bringing a calm and professional approach to an emotional and stressful conversation and process for families with aging relatives. She digs deep to explore the key care-abouts and true concerns for her clients and will then work diligently to find the Right solution, going to bat on their behalf when needed. After placement, she remains a resource to address any concerns or ongoing questions. Grateful to have Kelly on my list of Partners!
Credentials
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Certified Senior Advisor
Society of Certified Senior AdvisorsJun, 2018- Sep, 2024
Experience
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Senior Consultant
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Apr 2023 - Present
Are you ready! Do you want financial freedom, to stop working for others and to take control of your future? Owning a franchise was the best decision I ever made. It opened doors for me that I never thought possible and launched my career to new levels. It was the scariest and best decision I ever made. I would love the opportunity to connect with you about options, the process, and possibilities in the franchise world. I was invited to join The You Network, a recognized leader of franchise consulting services. Unlike traditional broker services, which just “sell” you a franchise, The YOU Network provides comprehensive services designed to help any buyer better succeed in ownership. I look forward to helping you assess your skills, direct and introduce you to appropriate franchise concepts that match your skill sets, work with you in investigating each concept thoroughly, and provide you with a wealth of educational information that assists you during your evaluation process and beyond. Please contact me at 207.703.8348 or Kelly@theyounetwork.com Show less
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Oasis Senior Advisors
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United States
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Hospitals and Health Care
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100 - 200 Employee
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President
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Nov 2017 - Apr 2023
I began my career in non-profit management, product management, and operational management. I made the change to senior advising because I enjoy advocating for the whole family system! I enjoy the challenge of navigating the placement process and appreciate being a trusted partner in the process. In addition, my business background provides a firm understanding of fiscal responsibility, funding options, and asset protection concerns. My mission is to positively impact families during a difficult time in their lives. What I love most is working with people and helping them in any way that I can. My philosophy revolves around listening, connecting, informing, educating, supporting and serving to help families find the best senior care option. I am the President and owner of OSA Maine and The Seacoast New Hampshire, a free service for seniors and their families that are looking for assisted living options. As your Certified Senior Advisor®, I support you in every step of the senior placement process with compassion and care. •Extensive knowledge of senior community options: assisted living, independent living, memory care and retirement communities •Assist families with assessing their senior living requirements •Narrow down and tour senior living communities that are the “right” fit •Help coordinate home, hospital and rehab transitions •Interface with communities to ensure they can accommodate my clients •Provide clarity to assist my client’s decision-making process •Facilitate decision-making with all stakeholders, such as extended family •Coordinate each step of the process of senior transition •Tour senior communities to identify amenities and available options •Identify and vet senior transition service providers •Connecting options for legal advice, geriatric care managers, dementia specialists, physicians, and more •Network with skilled nursing facilities and other senior care service providers to offer my clients related service options Show less
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Darling Consulting Group
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United States
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Banking
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100 - 200 Employee
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Product Manager
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Jan 2016 - Dec 2017
A Leader in asset liability management • Manage the entire product line life cycle from strategic planning to tactical activities. • Specify requirements for current and future enhancements by conducting market research and client meetings. • Drive a solution with development and marketing teams for product contract and positioning. • Develop and implement a go-to-market plan. A Leader in asset liability management • Manage the entire product line life cycle from strategic planning to tactical activities. • Specify requirements for current and future enhancements by conducting market research and client meetings. • Drive a solution with development and marketing teams for product contract and positioning. • Develop and implement a go-to-market plan.
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Bottomline Technologies
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United States
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Retail
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Operations Manager | Paymode-X
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Mar 2012 - Feb 2014
Leading global provider of payment and invoice automation software solutions • Lead efforts to monitor and diagnose customer experience opportunities. • Partnered with IT and Product Owners to prioritize and address customer experience opportunities. • Communicated strategy and status with key stakeholders, including Senior Management. • Supported efforts to adopt and improve use of Agile Methodology. • Lead the team in addressing root-cause of impediments/impacts. • Performed research on industry changes with a strong focus on testing techniques to continue to innovate testing procedures. • Enhance business partnerships and create workflow efficiencies by maintaining positive relationships with a variety of partners. Salesforce Administrator: • Maintained user roles, security, profiles, workflow rules, custom objects, custom fields and other system configuration options. • Developed reports, dashboards, and processes to continuously monitor data quality and integrity. • Advanced training plans, materials, and documentation for database users, kept materials up to date, coordinated new user and ongoing training sessions. Show less
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Director, Resource Development (Seacoast Office)
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Dec 2008 - Mar 2012
A leading non-profit organization focusing on education, financial stability and health • Facilitated with the Board of Directors and council as well as directly oversaw subcommittees and task forces. • Developed, and managed a $3 million dollar budget, and did grant writing. Developed fundraising strategies, procedures, and policies. • Implemented a sophisticated customer relationship management system to better track and measure results • Identified new markets which resulted in a 30% fundraising increase. Show less
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The Bubble Lounge
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United States
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Food & Beverages
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1 - 100 Employee
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Creator/Owner
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Jun 2005 - Dec 2008
First-class, high-end Live Music Venue in a premier ski resort town • Coordinated all aspects of product launch including product development, sales, and pricing. • Designed and managed the company budget, company website, opened accounts, placed orders for supplies, equipment, and services. Completed customer transactions, handled customer refunds and exchanges, counted and balanced money, prepared deposits, ensured that deliveries and shipments were properly processed. First-class, high-end Live Music Venue in a premier ski resort town • Coordinated all aspects of product launch including product development, sales, and pricing. • Designed and managed the company budget, company website, opened accounts, placed orders for supplies, equipment, and services. Completed customer transactions, handled customer refunds and exchanges, counted and balanced money, prepared deposits, ensured that deliveries and shipments were properly processed.
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Creator/Race Director
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Aug 2005 - Nov 2008
• Created the highest altitude road triathlon in the United States • Developed and led strategic planning with towns and other municipalities, as well as executed a global marketing strategy. • Created the highest altitude road triathlon in the United States • Developed and led strategic planning with towns and other municipalities, as well as executed a global marketing strategy.
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Education
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2012 - 2015
Northeastern University
Master of Business Administration (MBA) -
1999 - 2003
University of San Francisco
Bachelor of Arts (BA), Communication, General
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