Kelly Culp
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Kelly Culp Email & Phone Number

Client Services Manager at Family Wealth Advisory Group
Location: Cincinnati, Ohio, United States 8 work roles 1 school
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Role
Client Services Manager
Location
Cincinnati, Ohio, United States
Company size

Who is Kelly Culp? Overview

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Kelly Culp is listed as Client Services Manager at Family Wealth Advisory Group, a with 9 employees, based in Cincinnati, Ohio, United States. AeroLeads shows a matched LinkedIn profile for Kelly Culp.

Kelly Culp previously worked as Resource Technician, Economic Development at City Of Mason, Ohio and Client Services Manager at Fairway Capital Recovery - Parson Bishop Services. Kelly Culp holds Bachelor Of Arts - Ba, Speech Communication And Public Relations from Miami University.

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Family Wealth Advisory Group

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About Kelly Culp

Accomplished leader and organizational problem-solver with an enthusiastic commitment to working collaboratively across departments and within the community. Demonstrated success in building cohesive, high performing teams and accomplishing marketing and sales objectives aligned with organizational goals.

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Family Wealth Advisory Group
Family Wealth Advisory Group
Client Services Manager
Cincinnati, OH, US
Website
Employees
9
AeroLeads page
8 roles · 28 years

Kelly Culp work experience

A career timeline built from the work history available for this profile.

Resource Technician, Economic Development

Perform a variety of complex administrative duties involving projects and procedures within multiple city departments. Exercise interpretive judgment within prescribed standards and procedures with the highest degree of discretion and integrity.• Economic Development - Work closely with all members of the team to implement a proactive business development program for business attraction, retention and expansion activities that result in the creation & retention of jobs and increased tax base in Mason. • Engineering & Building - Routinely interact with residents and contractors to answer questions, complete permit applications, schedule inspections, and process payments. • Customer Service - Engage in polite & professional conversations with residents and guests by phone, email and in-person who seek services, assistance, and direction from the city.• Tax/Finance - Prepare and audit city tax returns for residents, process refund requests, set up business and withholding accounts, create purchase orders, process invoices and reconcile credit cards.

Client Services Manager

Fairway Capital Recovery - Parson Bishop Services

Sharonville, Oh

Fostered client service strategies designed to provide outstanding customer service, cultivate and build loyal relationships, and promote sales through renewed business. Acted as a liaison between the client services and collection departments to ensure client requests were handled in a timely and efficient manner. Consulted with management to confirm client priorities were understood and discrepancies were resolved. Initiated and performed value added analysis and interpretation of data to provide insights on client activity and performance.• Strategically managed incoming phone calls from existing and prospective clients, answered client inquiries, executed requests, and offered technical assistance when needed.• Maintained company databases and completed all assigned data entry tasks within required time frames with a high level of accuracy.• Prepared monthly statement and invoice mailings, as well as processed and recorded customer and client payments.• Prepared letters, forms, and spreadsheets to assist with servicing existing clients and prospecting for new clients.• Organized and maintained client files and kept detailed records and documentation of client interactions.• Set up new client contracts and helped facilitate the on-boarding process to deliver high value service.

Sep 2019 - Mar 2020

Vp Of Marketing And Retail Sales

Progressive responsibility with planning, organizing and directing all marketing and retail sales efforts for four branch locations and 16,000+ members. Accountable for creating awareness and driving new adoptions of products and services through a traditional and digital marketing mix, new product research and development, as well as, managing and leading sales & customer service team members.▪ Developed and executed short and long-term targeted marketing and sales plans to help reach new market opportunities, build buzz, generate PR and re-engage existing customers to ensure profitable growth, which resulted in asset expansion from $50 million to $160 million.▪ Conceptualized a social media strategy, including contests and paid advertising, to exponentially drive brand awareness, engagement and followers on Facebook, Instagram & Twitter.▪ Introduced consultative sales environment to retail sales team and frontline staff which increased conversion rates, generated new revenue and built mutually beneficial client relationships that drove repeat business, customer loyalty and profits. ▪ Established onboarding programs, including individual and branch specific business plans and follow-up procedures, to ensure the highest level of satisfaction.▪ Directed sales production, tracked and monitored sales results, team member development and ensured proper operational execution in accordance with policies and procedures. ▪ Consistently exceeded quarterly loan growth goals while remaining under budget.

2005 - 2017 ~12 yrs

Vice President Of Marketing

▪ Collaborated with senior leadership & Board of Directors to assess organizational effectiveness and build strategic plans supporting the organization’s overall business goals and objectives resulting in three successful mergers.▪ Responsible for the creation and brand consistency of new name, logo and tagline.▪ Presided over business development efforts, including three lucrative community expansions and the addition of 250+ employer groups. ▪ Helped develop and launch new indirect lending program, signing 50+ area dealerships. Constructed incentive programs to boost loan volume.▪ Coordinated community outreach events raising over $100,000 for local charitable organizations. ▪ Transitioned call center from operations to marketing function; Call abandon rate dropped from 20% to 3% and average answer time dropped from 0:50 to 0:18 seconds.▪ Generated due diligence reports and managed vendor contracts.

2002 - 2005 ~3 yrs

Marketing Director

▪ Established marketing goals to ensure share of market and profitability of products and services.▪ Accountable for the creation and oversight of annual marketing plans, including detailed ROI analysis.▪ Developed all creative concepts, copywriting and production of promotional materials designed in-house and through partner agencies.▪ Built network of local media contacts to share organizational news and position organization as a credible industry expert.▪ Negotiated all advertising contracts via newspaper, radio, cable, outdoor, direct mail and online sources.▪ Prepared monthly marketing activity reports, including market trends, environmental scans, member campaigns, service & product usage, as well as, customer satisfaction.▪ Conceptualized and facilitated marketing surveys and focus groups to propel new product offering initiatives, service policies and delivery methodology.▪ Generated all internal & external corporate communications, including writing, editing and reviewing print & digital programs, product brochures, organizational messages, newsletters, executive level correspondence, public relations materials, employee announcements, training resources and presentations.▪ Consulted with web designers to create and maintain a clean, content rich website with intuitive interfaces to enhance usability. Utilized search engine optimization to generate qualified traffic to the new site and Google analytics to measure page effectiveness. ▪ Planned and executed special events comprising of business expos, annual meetings, holiday parties, strategic planning sessions, employee appreciation and community involvement.

1999 - 2002 ~3 yrs

Inside Sales Representative

International Thomson Publishing

Managed a sales territory consisting of several hundred educators with an estimated revenue of $1.2 million. Audited and analyzed company databases and reports to determine target markets within designated budget parameters. Created promotional advertising, newsletter and direct mail/email campaigns to expand higher education sales opportunities. Established and maintained relationships to increase customer satisfaction by assessing wants and needs of potential and active clients. Exceeded sales goal by 14%.

Jan 1997 - Apr 1999

Cincinnati Branch Representative

Spearheaded and implemented programs aimed at delivering general communications regarding the college mission and educational services. Generated marketing strategies and analysis resulting in a new facility.

Jul 1995 - Jan 1997
1 education record

Kelly Culp education

FAQ

Frequently asked questions about Kelly Culp

Quick answers generated from the profile data available on this page.

What company does Kelly Culp work for?

Kelly Culp works for Family Wealth Advisory Group.

What is Kelly Culp's role at Family Wealth Advisory Group?

Kelly Culp is listed as Client Services Manager at Family Wealth Advisory Group.

Where is Kelly Culp based?

Kelly Culp is based in Cincinnati, Ohio, United States while working with Family Wealth Advisory Group.

What companies has Kelly Culp worked for?

Kelly Culp has worked for Family Wealth Advisory Group, City Of Mason, Ohio, Fairway Capital Recovery - Parson Bishop Services, Aurgroup Financial Credit Union, Inc., and International Thomson Publishing.

Who are Kelly Culp's colleagues at Family Wealth Advisory Group?

Kelly Culp's colleagues at Family Wealth Advisory Group include Jim Hoskins and Benjamin Linser.

How can I contact Kelly Culp?

You can use AeroLeads to view verified contact signals for Kelly Culp at Family Wealth Advisory Group, including work email, phone, and LinkedIn data when available.

What schools did Kelly Culp attend?

Kelly Culp holds Bachelor Of Arts - Ba, Speech Communication And Public Relations from Miami University.

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