Brooke Mclees
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Brooke Mclees Email & Phone Number

Implementation Specialist at Kennedy Financial Services
Location: Three Forks, Montana, United States 7 work roles 1 school
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✓ Verified Jul 2026 3 data sources Profile completeness 86%

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Current company
Role
Implementation Specialist
Location
Three Forks, Montana, United States
Company size

Who is Brooke Mclees? Overview

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Quick answer

Brooke Mclees is listed as Implementation Specialist at Kennedy Financial Services, a with 29 employees, based in Three Forks, Montana, United States. AeroLeads shows a matched LinkedIn profile for Brooke Mclees.

Brooke Mclees previously worked as Intermediate Representative, Client Service at Bny Archer and Account Operations Specialist at Archer. Brooke Mclees holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Rocky Mountain College.

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Email format at Kennedy Financial Services

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Kennedy Financial Services

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Profile bio

About Brooke Mclees

As an Account Operations Specialist at Archer, I show excellence in efficiency and optimization and client relationship management and they have become my trademark. Tasked with the strategic onboarding of new customer accounts, my daily operations involve meticulous financial reconciliations and providing top-tier customer service. My expertise in handling a high volume of account onboarding is a testament to my attention to detail and proficiency in problem-solving. I also train new hires to effectively process various transactions and tasks and offer ongoing support and assistance to help them adapt quickly and perform efficiently.Translating my experience from American Bank, where I spearheaded the transition of manual processes to remote operations, I've leveraged these skills to enhance Archer's service delivery. It's in the synergy of innovative solutions and enduring client relationships that I find the drive to exceed expectations, always with the bigger picture in mind – to help investment managers flourish through product innovation and effective cost management.

Current workplace

Brooke Mclees's current company

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Kennedy Financial Services
Kennedy Financial Services
Implementation Specialist
Three Forks, MT, US
Employees
29
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7 roles · 18 years

Brooke Mclees work experience

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Intermediate Representative, Client Service

Three Forks, Mt, Us

Account Operations Specialist

In my role as an Account Operations Specialist at Archer, I remotely onboarded new customer accounts, established account processes, and conducted financial reconciliations. I also took on the responsibility of training new hires on these processes to ensure operational efficiency and client satisfaction.

Operations Specialist

Three Forks, Montana, United States

I joined American Bank as an Operations Specialist, where I successfully transitioned manual processes to remote operations, including cash reconciliation and card management. By streamlining large item review processes, I improved efficiency and accuracy, ultimately enhancing customer service and operational effectiveness.

2021 - 2022 ~1 yr

Teller Supervisor

In my role as a Teller Supervisor at Stockman Bank of Montana, I led a team of 4 tellers to provide exceptional customer service, verify transactions, and manage the cash drawer. During the COVID pandemic, I implemented alternating schedules to prioritize the health and safety of our staff and customers.

2020 - 2021 ~1 yr

Teller

In my role as a Teller at Manhattan Bank, I was responsible for delivering exceptional customer service by verifying transactions, ensuring compliance, and managing the cash drawer. I worked closely with a team of 5 tellers to provide efficient and accurate banking services to our patrons.

2019 - 2020 ~1 yr

Senior Healthcare Documentation Analyst

In my role as a Senior Healthcare Documentation Analyst at M*Modal, I oversaw a team of transcriptionists, ensuring accurate and compliant transcriptions for healthcare providers. I conducted quality assurance reviews, provided educational trainings, and maintained client relationships across various medical specialties.

2009 - 2019 ~10 yrs
Team & coworkers

Colleagues at Kennedy Financial Services

Other employees you can reach at kennedy-financial.com. View company contacts for 29 employees →

1 education record

Brooke Mclees education

FAQ

Frequently asked questions about Brooke Mclees

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What company does Brooke Mclees work for?

Brooke Mclees works for Kennedy Financial Services.

What is Brooke Mclees's role at Kennedy Financial Services?

Brooke Mclees is listed as Implementation Specialist at Kennedy Financial Services.

Where is Brooke Mclees based?

Brooke Mclees is based in Three Forks, Montana, United States while working with Kennedy Financial Services.

What companies has Brooke Mclees worked for?

Brooke Mclees has worked for Kennedy Financial Services, Bny Archer, Archer, American Bank, and Stockman Bank Of Montana.

Who are Brooke Mclees's colleagues at Kennedy Financial Services?

Brooke Mclees's colleagues at Kennedy Financial Services include Maria Jackson, Patrick Kirby, Angela Robinson, Cfp® Chfc® Crc®, Maggie (Jim Kennedy) Catherall, and Henry Knowles Iii.

How can I contact Brooke Mclees?

You can use AeroLeads to view verified contact signals for Brooke Mclees at Kennedy Financial Services, including work email, phone, and LinkedIn data when available.

What schools did Brooke Mclees attend?

Brooke Mclees holds Bachelor Of Business Administration - Bba, Business Administration And Management, General from Rocky Mountain College.

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