Kelly Woolum, CPA, GCMA

Manager of Accounting

Kelly Woolum is the manager of the Accounting Department at 1st Global, where he provides planning, guidance and leadership for those in his department, specifically overseeing financial reporting, financial analysis, accounts payable, accounts receivable, fixed assets and collections. He began his career at 1st Global in 2010 and enjoys being able to work in an environment full of integrity, ethics, accountability, trustworthiness and structure — all qualities he values as a CPA.

Kelly received his Bachelor of Science degree in accounting from the University of Texas at Dallas and entered the financial services industry because of his desire to advocate nobility, never play the coward’s role, and show compassion and benevolence to others. Before joining 1st Global, he served as a controller at Optimum Re Insurance Company, an assistant controller at First Extended Service Corp., and a controller and a financial planning and analysis manager at Carrier North Texas Oklahoma. In his current role at 1st Global, he values being able to play an integral role in safeguarding company assets and ensuring financial statements are free of material mishaps, providing current and potential investors, business partners, and employees a sense of comfort in trusting 1st Global to continue down its path toward enabling intentional living to all involved. He has passed his FINRA Series 99 exam and is a Certified Public Accountant and Chartered Global Management Accountant.