Kelly Valles

Kelly
Valles


Partner and Chief
Financial Officer

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I pride myself on never missing a deadline.

Started

1984

position

Partner and Chief Financial Officer

Education

California State University Long Beach – Bachelor of Science in Criminal Justice

Projects

Conversion of accounts payable to electronic software and transfer of self-hosted computer/servier environmenet to web-based product

Philanthropic

Support of Catholic Charities and Cystic Fibrosis Foundation – LA chapter

 

Background

Kelly Valles is the Chief Financial Officer (CFO) for Morlin Asset Management, LP and supervises a department of five controllers. She has developed Accounting Operating Procedures used by the department and trains all corporate staff on software used to support company reporting. She also manages all software and hardware configurations across the portfolio as well as the security measures associated with the data integrity and required recordkeeping regulations. She reviews all budgets, business plans, and financial reports produced for Clients, and has regular interaction with many of our Clients on asset review and multi-year forecasting.  

Kelly is responsible for the entire Morlin insurance portfolio including general liability, property coverage and earthquake policies as well as the corporate errors & omissions, fidelity bond, workers compensation and medical policies for our staff. She is also responsible for oversight of the insurance tracking for both tenants and vendors. 

Prior to her role as CFO, Kelly was responsible for a portfolio of properties of approximately two million square feet and handled all accounting for a variety of property types including retail, industrial, and office assets. 

 
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