- Reading
- Research
- Historical Exploration
- Documenting and sharing travel experiences
- Passionate about balancing physical health with mental and emotional wellness
- Cooking
Kellen Walton
Bridgetown
Summary
Experienced with building and sustaining strong client relationships. Utilizes effective communication and problem-solving skills to address client needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management.
Strong research, analytical, interpretive and problem-solving skills. Passionate individual with an eagerness to learn and experience new environments and roles. High level of enthusiasm and strong work ethic.
Overview
17
17
years of professional experience
Work History
Relationship Manager
RBC Royal Bank (Barbados) Limited
Barbados
12.2020 - 08.2025
- Management of a portfolio of client’s accounts. Cultivated strong client relationships to enhance customer satisfaction and retention. Developed strategic account plans aligning client goals with company solutions. Analyzed client needs and provided tailored financial solutions, improving overall satisfaction. Understanding of customer needs and development of plans to address them. Identification of key staff in client companies to cultivate profitable relationships. Resolving customer complaints quickly and effectively. Forward upselling and cross-selling opportunities to the sales team.
Auditor/ Assurance Associate
PricewaterhouseCoopers SRL
01.2018 - 01.2020
- Working with local and regional entities such as banks to ensure the validity of their financial statements which are then used by their various stakeholders. High level of auditing knowledge and hands on experience as well as how to appropriately test items in financial statements in order to confirm faithful representation.
Part Time Tutor (Saturday Mornings and Evenings)
UWI, Cave Hill Campus
09.2017 - 12.2019
- Tutor in the field of Accountancy and Finance within the campus’ Management Studies Department. High level of theoretical knowledge in the field of Finance and Accountancy which would be imparted to students.
Accounts Clerk (Intern)
Simpson Motors Ltd.
05.2018 - 06.2018
- Performing day to day financial transactions, including verifying, classifying, correcting, computing, posting and recording account payable data and invoice registration. Also, preparation and verification of cheques for services rendered to the company or pertaining to its assets such as company vehicles or sales commission to staff. Assistance in the post audit documentation, filing and archiving of cheques, receipts and invoices from the prior financial period.
Summer Caribbean Scholar Exchange Program
De La Rue plc, United Kingdom
01.2017 - 01.2017
- Responsibilities included an in-depth review of preexisting methodologies of denominational structure modelling. Also, provision of suggestions of new ways to model denominational structure were put forth in a written report in addition to supporting analytical spreadsheets with the imperial tests which were conducted. Finally, all key findings were incorporated into a professional PowerPoint presentation towards the end of the internship.
Summer Intern
First Caribbean International Bank
01.2017 - 01.2017
- Duties included an in-depth review of new and pre-existing accounting standards such as IFRS 15 and how they can potentially impact the productivity of the bank itself. The intention was to gather an understanding of primary revenue streams of FCIB and how revenue is captured for financial reporting by the respective business segments. Also, BASEL 1 & 2 Stress testing of the banks regional operations to documentation and analysis of the bank’s capital adequacy ratios. Analytical analysis of the bank’s balance sheet and income statement. Activity based costing and accounting for depreciation. Assistance in the preparation of the bank’s quarterly financial reporting and other general accounting activities.
Intern
Deloitte and Touché
12.2015 - 04.2016
- Duties included filing of documents, auditing of client company’s financial statements, and market valuation of client’s tangible assets as well as offering assistance in a variety of other administrative and accounting tasks.
Student Help Desk Assistant
UWI, Cave Hill Campus
09.2015 - 04.2016
- Duties included responding to students and staff for IT related issues in an efficient and timely manner.
Temporary Merchandiser
Bryden Stokes Ltd
09.2015 - 09.2015
- Responsibilities included ensuring that all the products distributed by the company were made visible to customers within the supermarkets and stores. Also, assisting during promotions.
Marketing Intern
Small Business Association
01.2015 - 01.2015
- Exposure to the area of mass marketing through the BSME SMART discount program, launched April 8th 2015. Duties included data entry of persons registering for the campaign, assistance in publishing and maintenance of the website, facilitating persons and businesses wishing to register for the program as well as assistance in a wide variety of other areas.
Bank Teller
Republic Bank Barbados Ltd (Broad Street)
01.2013 - 01.2015
- Processed customer transactions efficiently and accurately, ensuring compliance with banking regulations. Assisted customers with account inquiries and provided exceptional service to enhance satisfaction.
Assistant Manager
Payless Shoe Source
01.2012 - 01.2013
- Supervised daily operations, ensuring adherence to company policies and procedures. Trained and mentored team members, promoting skill development and performance improvement. Opening and closing the store as well as, assisting in the preparation of payroll, preparing the roaster, assisting at the POS, preparing bank deposits and carrying out general management duties.
Admin Assistant/Accounts Clerk
Kitchen Degreasing & Water Blasting Services Ltd.
01.2009 - 01.2012
- Responsibilities included preparation of invoices, processing of bank deposits, communicating with clients and potential customers to arrange jobs and finalize contracts. Some bank reconciliation of checks and money which the company paid to workers, used to purchase supplies or received from customers for professional services. Also, maintenance of a log of payables and receivables, filing of confidential documents and a variety of other general administrative and clerical tasks.
Education
Financial Management
University of The West Indies
Cave Hill Campus Bridgetown, BB11000, Barbados01-2017
MSc - Financial Management
University of The West Indies
Cave Hill Campus Bridgetown, BB11000, Barbados01-2017
HSK Certification - Written and Oral Mandarin (Level 1)
University of The West Indies (Confucius Institute)
Cave Hill Campus Bridgetown, BB11000, Barbados01-2017
BSc (Hons) - Accounting and Finance
University of The West Indies
Cave Hill Campus Bridgetown, BB11000, Barbados01-2015
Associate Degree - History and English
Barbados Community College
Eyrie Howells' Road, Saint Michael, Barbados01-2010
General Proficiency Level CXC’s - Biology, Physics, Spanish, Caribbean History, Mathematics, Principles of Accounts, English (A) and English (B)
Harrison College
Crumpton St, Bridgetown, Saint Michael Barbados 01-2007
Skills
- Public Speaking & presentation skills
- Client relationships
- Excellent communication
- Relationship building and management
- Proficient in Microsoft Office
- High level of analytical ability
- Skilled in stock market tracking
- Proficient in Bloomberg Market Concepts
- Proven leadership skills
- Exceptional written and oral communication
- Innovative and self-motivated
- Software: Microsoft Office, Bloomberg Market Concepts (Bloomberg Institute), Yahoo Finance, MarketWatch and other stock market tracking and analytical systems
- Hardware: IBM PC
Interests
Timeline
Relationship Manager
RBC Royal Bank (Barbados) Limited
12.2020 - 08.2025
Accounts Clerk (Intern)
Simpson Motors Ltd.
05.2018 - 06.2018
Auditor/ Assurance Associate
PricewaterhouseCoopers SRL
01.2018 - 01.2020
Part Time Tutor (Saturday Mornings and Evenings)
UWI, Cave Hill Campus
09.2017 - 12.2019
Summer Caribbean Scholar Exchange Program
De La Rue plc, United Kingdom
01.2017 - 01.2017
Summer Intern
First Caribbean International Bank
01.2017 - 01.2017
Intern
Deloitte and Touché
12.2015 - 04.2016
Student Help Desk Assistant
UWI, Cave Hill Campus
09.2015 - 04.2016
Temporary Merchandiser
Bryden Stokes Ltd
09.2015 - 09.2015
Marketing Intern
Small Business Association
01.2015 - 01.2015
Bank Teller
Republic Bank Barbados Ltd (Broad Street)
01.2013 - 01.2015
Assistant Manager
Payless Shoe Source
01.2012 - 01.2013
Admin Assistant/Accounts Clerk
Kitchen Degreasing & Water Blasting Services Ltd.
01.2009 - 01.2012
Financial Management
University of The West Indies
MSc - Financial Management
University of The West Indies
HSK Certification - Written and Oral Mandarin (Level 1)
University of The West Indies (Confucius Institute)
BSc (Hons) - Accounting and Finance
University of The West Indies
Associate Degree - History and English
Barbados Community College
General Proficiency Level CXC’s - Biology, Physics, Spanish, Caribbean History, Mathematics, Principles of Accounts, English (A) and English (B)
Harrison College
AWARDS
2018 University of the West Indies Student of the year MSc Financial Management Program., 2018 CFA Institute of Barbados Group Leader for 2018 Contest Atlantic Islands Winners Americas Regional Finalists, 2017 Central Bank/De La Rue 2017 Academic Scholar
Reading, Research
I am an aspiring author and animal lover. I am currently writing a science fiction novel which I hope to publish one day in the near future.