Cameron Mckee

Cameron Mckee Email and Phone Number

Financial Consultant I @ Principal Financial Group
Charlotte, NC, US
Cameron Mckee's Location
Charlotte, North Carolina, United States, United States
About Cameron Mckee

My name is Cameron McKee and I grew up in the small town of Sylva, NC, and currently reside in the Queen City of Charlotte, NC.I went to the University of North Carolina at Charlotte, where I graduated Summa Cum Laude with a BS in BA as a Finance major and was also the founding president and founding father of the Kappa Alpha Order fraternity chapter at UNC Charlotte. I currently work at Net Financial Consultants as a Client Services Associate, learning more and more every day about the core of the financial planning business. Helping people wherever I can, building lasting relationships, and constantly improving my knowledge are core components of my professional development and key factors in my daily life.I have always been a hard worker, fast learner, and dedicated person who uses critical thinking, problem-solving, and leadership skills to motivate and inspire others to do their very best, while also making sure my own work doesn't falter./COMPLIANCE:2024-6434/

Cameron Mckee's Current Company Details
Principal Financial Group

Principal Financial Group

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Financial Consultant I
Charlotte, NC, US
Cameron Mckee Work Experience Details
  • Principal Financial Group
    Financial Consultant I
    Principal Financial Group
    Charlotte, Nc, Us
    View
  • Net Financial Consultants
    Client Services Associate
    Net Financial Consultants Sep 2023 - Present
    Charlotte, North Carolina, United States
    Processing and problem-solving to get the client from Point A to Point B after the client decides to take action.Tracking and progression updates as clients move along whichever process they choose, using knowledge of Excel and CRM systems.Organize and update materials using technical 21st-century knowledge, as well as using advanced marketing tools to reach out to potential clients.
    View
  • Northwestern Mutual
    Financial Representative
    Northwestern Mutual Jun 2023 - Aug 2023
    Charlotte, North Carolina, United States
    Establish relationships with prospective clients to provide the best-suited plan for their financial goals.Collaborate with multiple financial advisors in a team environment to lead introductory and closing meetings.Analyze clients' financial information and prepare quality plans personalized to each client's needs.
    View
  • Northwestern Mutual
    Financial Planning Intern
    Northwestern Mutual Jan 2023 - Jun 2023
    View
  • University Of North Carolina At Charlotte
    Supervisor
    University Of North Carolina At Charlotte Jan 2022 - Jan 2023
    Charlotte, North Carolina, United States
    Control the participants and the flow of games, ensuring a safe space is provided for games to be played. Train new referees and supervisors to ensure our staff is well-rounded and knowledgeable. End-of-the-night shift reports detailing how my staff did during the games they refereed is also apart of my job.
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Cameron Mckee Education Details

Frequently Asked Questions about Cameron Mckee

What company does Cameron Mckee work for?

Cameron Mckee works for Principal Financial Group

What is Cameron Mckee's role at the current company?

Cameron Mckee's current role is Financial Consultant I.

What schools did Cameron Mckee attend?

Cameron Mckee attended University Of North Carolina At Charlotte.

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