Connor Kelly

Evaluator
DISC Type : Scd

Incoming Analyst at Bank of America

Exton, Pennsylvania, United States

Overview

Connor Kelly is the Chief Investment Officer for the student-run William C. Dunkelberg Owl Fund. A finance major from Temple Universitys Fox School of Business, he is an incoming Debt Capital Markets Analyst at Bank of America, where he previously interned.

Outside of his financial career, Connor enjoys a range of personal interests including traveling, playing poker, and generally staying active while spending time with his friends.

Unique fact: While still a student, he rose to the top position of Chief Investment Officer for his universitys student-managed investment fund.

Personality Overview

Fast But Analytical

Hard To Convince

Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They are not very likely to become strong advocates of your product or service

Topics They Care About

Investment Management
He is the Chief Investment Officer for The William C. Dunkelberg Owl Fund, a student-managed investment fund at Temple University.
Debt Capital Markets
He completed a summer analyst program and is starting a full-time Analyst position in this group at Bank of America.
Financials & Real Estate
Served as the Lead Analyst for the Financials & Real Estate coverage team within the Owl Fund, showcasing sector-specific expertise.

Media Appearances

Connor has no verified media appearances

Work History

8-2025
Incoming Analyst at Bank of America
6-2025 - 8-2025
Summer Analyst at Bank of America
5-2025
Chief Investment Officer at The William C. Dunkelberg Owl Fund
1-2025 - 4-2025
Fox Fund Director at The William C. Dunkelberg Owl Fund
5-2024 - 12-2024
Lead Analyst | Financials & Real Estate Coverage at The William C. Dunkelberg Owl Fund

Education

8-2022 - 5-2026
BBA from Fox School of Business at Temple University
8-2018 - 5-2022
High School Diploma from Downingtown STEM Academy

More Information

Social Presence :

Prographics :

Exp : 2 Location : Exton, Pennsylvania, United States Job Level : Junior Designation : Incoming Analyst at Bank of America
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Insights For Selling To Connor

During A Call Or A Meeting

DO's

  • Help them weigh the risks by sharing objective proof points instead of anecdotes and examples
  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims

DONT's

  • Avoid inviting them for any social interactions until you have built some rapport with them
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Connor is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Connor

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Connor move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Connor take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Connor

Personality Compatibility


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