Kellie Schall
About Kellie Schall
Kellie Schall serves as the Assistant Vice President of Investment Accounting at F&G, bringing extensive experience in financial services and accounting. She has held various positions in notable firms, including Principal Financial Group and Athene, and has a strong background in alternative investments and financial analysis.
Current Role at F&G
Kellie Schall serves as the Assistant Vice President of Investment Accounting at F&G, a position she has held since 2022. In this role, she is responsible for overseeing investment accounting operations and ensuring accurate financial reporting. Her expertise in alternative investments contributes to the effectiveness of the investment accounting team. Kellie's tenure at F&G reflects her commitment to the organization and her ability to manage complex financial tasks.
Previous Experience in Financial Services
Kellie Schall has a robust background in the financial services industry, having worked at several prominent organizations. She began her career at Principal Financial Group, where she held various roles, including Financial Accountant I, II, and III, focusing on mutual fund and corporate accounting from 2007 to 2015. She later transitioned to Athene as a Senior Investment Accountant from 2016 to 2020. Prior to her current role at F&G, she served as the Investment Accounting Manager and then as the Director of Investment Accounting from 2020 to 2022.
Educational Background
Kellie Schall earned her Bachelor’s Degree in Accounting and Finance from Iowa State University - College of Business. She studied from 2002 to 2006, acquiring foundational knowledge and skills that have supported her career in financial accounting and investment management.
Expertise in Alternative Investments
Kellie possesses specialized expertise in alternative investments, an area that requires in-depth knowledge of various financial products and market dynamics. This expertise enhances her contributions to investment accounting and financial analysis, allowing her to navigate complex investment strategies effectively.
Technical Skills in Financial Analysis
Kellie Schall has strong skills in Microsoft Excel, a critical tool for financial analysis and accounting tasks. Her proficiency in Excel enables her to perform detailed financial modeling, data analysis, and reporting, which are essential for her roles in investment accounting.