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Amy Shelly

Chief Financial Officer at OCC

Amy Shelly is a forward-thinking Financial and Operational Executive with extensive experience in regulatory reporting, financial management, budgeting, operations, facilities, technology, business start-ups, and business integrations.

With a background in BBA in Accounting and Finance from Saint Mary's College and additional studies at The Wharton School, Amy has a strong educational foundation.

Her specialties include being a CPA, Series 27 Financial and Operational Principal, Series 24 General Securities Principal, and Series 7 General Securities Representative.

As the Chief Financial Officer at OCC and with a history of prominent roles at organizations like Optiver US LLC, Chase Investment Services Corp, ABN AMRO, and Goldman Sachs, Amy has a proven track record of developing and implementing streamlined policies and procedures to enhance efficiency in finance and middle office functions.

Amy Shelly excels in managing and mentoring staff across departments and levels, while also foreseeing and addressing the growth needs of businesses.

Her expertise spans regulatory reporting, financial and management reporting, budgeting, operations, facilities, technology, business start-up, and business integrations.

Amy Shelly
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Location

Greater Chicago Area