Kelley Tate

Alliance Partner
Experience: Joshua Investments & Consulting, Cummins Inc, General Electric, JP Morgan Chase, Quorum Federal Credit Union

Roles: President, CFO, Director of Business Development

Education: M.B.A. – University of Michigan
B.S. Accounting – The King’s College

What stops businesses from achieving their growth potential? Often it is not having the right strategy along with the rigor and discipline to implement it.  As a Trilogy Alliance Partner & President of Joshua Investments and Consulting, Kelley’s passion is to help organizations achieve their true potential in financial results and operational efficiency.

Kelley has over 25 years of experience working with and learning from some of the best business leaders of the top companies in the world.  He has run small and medium size businesses, led due diligence and integration of acquisitions, built strong finance and accounting teams, and led strategic planning for small and large organizations.  His success in each of these endeavors he credits to the rigor, discipline and passion he has for seeing entities and people be their absolute best.