Vice President, Senior Client Relationship Specialist
Current
Dec 2018 - Present
AeroLeads people directory · profile
Eileen Kane, Cfp Email & Phone Number
Senior Relationship Specialist at Capital Group
at
Capital Group Private Client Services
1 work email found
@thecapitalgroup.com
2 phones found area 216
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Senior Relationship Specialist at Capital Group
Location
Atlanta, Georgia, United States
Company size
Who is Eileen Kane, Cfp? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Eileen Kane, Cfp is listed as Senior Relationship Specialist at Capital Group at Capital Group Private Client Services, a company with 151 employees, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at thecapitalgroup.com, phone signal with area code 216, and a matched LinkedIn profile for Eileen Kane, Cfp.
Eileen Kane, Cfp previously worked as Vice President, Senior Client Relationship Specialist at Capital Group Private Client Services and Vice President | Wealth Planning Consultant at Suntrust. Eileen Kane, Cfp holds Mba from Ashland University.
Company email context
Email format at Capital Group Private Client Services
This section adds company-level context without repeating Eileen Kane, Cfp's masked contact details.
*@thecapitalgroup.com
68% confidence
AeroLeads found 1 current-domain work email signal for Eileen Kane, Cfp. Compare company email patterns before reaching out.
Profile bio
About Eileen Kane, Cfp
CERTIFIED FINANCIAL PLANNER(TM) Professional in Wealth Management/Banking & Trust, recognized as a results oriented contributor with excellent time and organizational management. Professional experience includes client relationship management, financial analysis and practice management. Contribute to improving the bottom line through relationship building to penetrate customer base, analytical skills, attention to detail working in tandem to achieve performance and customer satisfaction goals. Specialties: Individual contributor with strong client management and analytical skills. Proficient in Microsoft Office applications and Siebel CRM. MBA concentration in project management with strong desire to consistently become SME in all business processes.
Listed skills include Analysis, Asset Allocation, Financial Services, Time Management, and 3 others.
Current workplace
Eileen Kane, Cfp's current company
Company context helps verify the profile and gives searchers a useful next step.
Capital Group Private Client Services
7 roles · 26 years
Eileen Kane, Cfp work experience
A career timeline built from the work history available for this profile.
Vice President | Wealth Planning Consultant
Sep 2015 - Nov 2018
Vice President | Wealth Channel Development Advisor
2012 - Sep 2015
Trust Officer | Financial Planner
Jan 2011 - May 2012
Avp | Trust Advisor
Feb 2010 - Oct 2010
Asst. Vice President | Relationship Advisor
Dec 2007 - Feb 2010
Financial Planner / Franchise Owner
Managed all aspects of a financial planning practice, including business development, investment research, portfolio analysis, and compliance standards assurance; assisted clients with achieving financial goals.
2000 - 2006
~6 yrs
Team & coworkers
Colleagues at Capital Group Private Client Services
Other employees you can reach at capitalgrouppcs.com. View company contacts for 151 employees →
DW
David Wiener
Colleague at Capital Group Private Client Services
San Francisco, California, United States, United States
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TH
Tracy Hess
Colleague at Capital Group Private Client Services
Reno, Nevada, United States, United States
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RH
Ralph Heckert
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
AK
Allison Kaululaau, Mba
Colleague at Capital Group Private Client Services
Greater Reno Area, United States
View →
DF
David Ferry
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
TT
Tracy Thompson
Colleague at Capital Group Private Client Services
Los Angeles, California, United States, United States
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GS
Greg Singer
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
SP
Savi Pai
Colleague at Capital Group Private Client Services
Greater Chicago Area, United States
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CH
Celina Haron
Colleague at Capital Group Private Client Services
Irvine, California, United States, United States
View →
DK
Dale Kang, Cfa
Colleague at Capital Group Private Client Services
Orange County, California, United States, United States
View →
David Wiener
Colleague at Capital Group Private Client Services
San Francisco, California, United States, United States
View →
TH
Tracy Hess
Colleague at Capital Group Private Client Services
Reno, Nevada, United States, United States
View →
RH
Ralph Heckert
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
AK
Allison Kaululaau, Mba
Colleague at Capital Group Private Client Services
Greater Reno Area, United States
View →
DF
David Ferry
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
TT
Tracy Thompson
Colleague at Capital Group Private Client Services
Los Angeles, California, United States, United States
View →
GS
Greg Singer
Colleague at Capital Group Private Client Services
New York, New York, United States, United States
View →
SP
Savi Pai
Colleague at Capital Group Private Client Services
Greater Chicago Area, United States
View →
CH
Celina Haron
Colleague at Capital Group Private Client Services
Irvine, California, United States, United States
View →
DK
Dale Kang, Cfa
Colleague at Capital Group Private Client Services
Orange County, California, United States, United States
View →
2 education records
Eileen Kane, Cfp education
FAQ
Frequently asked questions about Eileen Kane, Cfp
Quick answers generated from the profile data available on this page.
What company does Eileen Kane, Cfp work for?
Eileen Kane, Cfp works for Capital Group Private Client Services.
What is Eileen Kane, Cfp's role at Capital Group Private Client Services?
Eileen Kane, Cfp is listed as Senior Relationship Specialist at Capital Group at Capital Group Private Client Services.
What is Eileen Kane, Cfp's email address?
AeroLeads has found 1 work email signal at @thecapitalgroup.com for Eileen Kane, Cfp at Capital Group Private Client Services.
What is Eileen Kane, Cfp's phone number?
AeroLeads has found 2 phone signal(s) with area code 216 for Eileen Kane, Cfp at Capital Group Private Client Services.
Where is Eileen Kane, Cfp based?
Eileen Kane, Cfp is based in Atlanta, Georgia, United States while working with Capital Group Private Client Services.
What companies has Eileen Kane, Cfp worked for?
Eileen Kane, Cfp has worked for Capital Group Private Client Services, Suntrust, Pnc, First Citizens Bank & Trust Of South Carolina, and Pnc Bank.
Who are Eileen Kane, Cfp's colleagues at Capital Group Private Client Services?
Eileen Kane, Cfp's colleagues at Capital Group Private Client Services include David Wiener, Tracy Hess, Ralph Heckert, Allison Kaululaau, Mba, and David Ferry.
How can I contact Eileen Kane, Cfp?
You can use AeroLeads to view verified contact signals for Eileen Kane, Cfp at Capital Group Private Client Services, including work email, phone, and LinkedIn data when available.
What schools did Eileen Kane, Cfp attend?
Eileen Kane, Cfp holds Mba from Ashland University.
What skills is Eileen Kane, Cfp known for?
Eileen Kane, Cfp is listed with skills including Analysis, Asset Allocation, Financial Services, Time Management, Credit Analysis, Data Analysis, and Mutual Funds.
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