Casey Kurlej Email & Phone Number

Philadelphia, Pennsylvania, United States

What I Do:• I provide a welcoming first impression to our prospective clients, guiding you through informative presentations, scheduling initial consultations and providing clear explanations of our holistic suite of services.• I cultivate relationships with potential clients, particularly those approaching or in retirement. I hope to start you on your journey to financial freedom in retirement.Why McAdam Financial?• Safe Money Strategies: We prioritize the security of your hard-earned savings, implementing strategies to help safeguard your nest egg throughout your golden years.• Written Income Plan - Spend, Protect, & Grow: We don't leave your retirement to chance. We create a crystal-clear, personalized plan outlining how to spend, protect, and grow your wealth for a fulfilling retirement.• Tax Planning via Strategic Distribution Plan: We can help to minimize your tax burden with meticulous distribution planning, aiming to maximize your after-tax income and protecting your retirement assets.• Holistic Advising: We're not just investment managers. We offer a comprehensive approach that addresses all aspects of your financial well-being.• Process-Driven Portfolio Management: Our rigorous portfolio management ensures your investments align with your goals and risk tolerance, constantly monitored and adjusted to navigate market fluctuations.Ready to De-Risk Your Retirement? Let's connect!This award was granted by USA Today, with assistance from Statista, in 2024. McAdam LLC did not apply for or pay for the award. For the full methodology of the award, please see the link below: https://app.box.com/s/6b0n10ougdgng8wt3rmu3qlb67q75b04

Norristown, Pennsylvania, United States

Collaborating with internal and external teams to ensure timely and accurate order fulfillment. I engaged in extensive business development activities, including prospecting, market analysis, cold emailing, and cold calling. Additionally, I possessed a comprehensive understanding of the entire sales process from beginning to end.

Elkton, Maryland, United States

I managed 15 customer accounts (B2B sales), focusing on building and maintaining strong customer relationships. I provided product knowledge and technical support to ensure customer satisfaction and success.

Elkton, Maryland, United States

Analyzing and improving supply chain processes for cost-effectiveness and efficiency. I communicated with internal teams and external partners to streamline operations and resolved supply chain issues and discrepancies.

Hockessin, Delaware, United States

Responsible for overseeing all aspects of operations within the market, including inventory management, order placement, and leading/directing other employees, all while maintaining exceptional customer service.

Bachelor Of Science, Business Administration

Activities and Societies: Sigma Nu Fraternity

High School Diploma