Samuel Kelly works on engagements across all lines of Palm Tree’s transaction, transition, and transformation services.

Prior to joining Palm Tree, Mr. Kelley worked in Asset Management within a Preservation Equity Fund at WNC & Associates in Orange County. While there, he helped improve reporting efficiency, automated weekly/monthly reports, and assisted in developing a BI system, including expanding dashboard functionality.

Mr. Kelley earned a BA in Business Management from Marymount California University and an MBA from Chapman University’s Argyros School of Business. Outside of work, Mr. Kelley enjoys board sports, soccer, and powerlifting.