Kelly Than

Kelly Than

VP of Investment Banking

kelly than

About Kelly Than:


Kelly grew up in an entrepreneurial family working in various roles of each business venture, directly exposing her to business operations at an early age. This experience influenced her career path and continues to play a significant role in her passion to advocate for the small business owner. As a consultant to small/mid-sized businesses she advises clients on how to uncover new opportunities within their business, create new efficiencies to optimize their operations, or growth through acquisition(s).

Kelly’s professional experience over the last 20 years has spanned the areas of public accounting, management consulting, mergers and acquisitions advisory and government contracting. Her progressive roles include a diverse client base in: B2G, construction, distribution, film and entertainment, manufacturing, real estate (multi-family, self-storage, and hospitality), restaurants, retail/wholesale, fulfillment and warehousing, solar photovoltaics/renewable energy.

She is a proud mother to 3 active children and in her free time enjoys scenic hikes, traveling to new cities, and yoga.

Kelly has both a Bachelor’s of Science degree and Masters in Business Administration from the University of Denver. In addition, she maintains FINRA licenses: Series 63, 79, and 7.

More Xnergy Team Members:

Ellen ZhangManaging Director
Justin JonesVP of Investment Banking
Nia StefaniChief Executive Officer
Ross TiekenInvestment Banker
Ken HinesVP of Investment Banking
William TimmermanManaging Director
Nathalyn JimenezInvestment Banker
Mohak KapoorInvestment Banker
Donald G. JohnsonDirector
John SabaterVP of Investment Banking
Donald J. HaskellManaging Director
Johnney ZhangChairman of the Board
Nicole SellersInvestment Banker
Jon WuVP of Investment Banking
Arvind MehtaInvestment Banker
David SongInvestment Banker
Jane WachiradejkulVP of Global Business Development
Damien JacksonVP of Investment Banking
Zubair HassanVP of Investment Banking
Paul GoodsonVP, Head of Healthcare
Sami TuqanInvestment Banker
Michael HuiInvestment Banking Advisor
Mark JacobsManaging Director
Ryan MillimanVP of Investment Banking
Robert CalamunciChief Compliance Officer

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