Holly Pulliam
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Holly Pulliam Email & Phone Number

Operations and Client Service Manager at Wise Planning
Location: Greater Seattle Area, United States, United States 10 work roles 3 schools
1 work email found @wiseplanninginc.com LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email h****@wiseplanninginc.com
LinkedIn Profile matched
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Current company
Role
Operations and Client Service Manager
Location
Greater Seattle Area, United States, United States
Company size

Who is Holly Pulliam? Overview

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Quick answer

Holly Pulliam is listed as Operations and Client Service Manager at Wise Planning, a company with 12 employees, based in Greater Seattle Area, United States, United States. AeroLeads shows a work email signal at wiseplanninginc.com and a matched LinkedIn profile for Holly Pulliam.

Holly Pulliam previously worked as Operations & Client Service Manager at Wise Planning and Financial Advisor Assistant at Wise Planning. Holly Pulliam holds Bachelor Of Science - Bs, Business Management from Western Governors University.

Company email context

Email format at Wise Planning

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{first}@wiseplanninginc.com
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AeroLeads found 1 current-domain work email signal for Holly Pulliam. Compare company email patterns before reaching out.

Profile bio

About Holly Pulliam

I am an experienced and successful business manager with over fifteen years in the corporate customer service environment and small business ownership. I am passionate about ensuring business growth and cohesive operations while maintaining integrity and client satisfaction in all areas.

Listed skills include Customer Relations, Phone Etiquette, Administration, Billing, and 43 others.

Current workplace

Holly Pulliam's current company

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Wise Planning
Wise Planning
Operations and Client Service Manager
Kirkland, WA, US
Employees
12
AeroLeads page
10 roles

Holly Pulliam work experience

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

Operations And Client Service Manager

Kirkland, WA, US

Operations & Client Service Manager

Current

Greater Seattle Area

As Operations and Client Service Manager, I am responsible for managing and leading our staff and clients through all areas of business operations. This includes obtaining and onboarding new clients, processing contracts, account applications, money transfers, and all things paperwork or asset transfer-related. On the business side, I am responsible for.

Jan 2020 - Present

Financial Advisor Assistant

Greater Seattle Area

As a Financial Advisor Assistant, I directly support our wonderful and skilled Financial Planners with client intake and onboarding, data management, office operations, technology support, and customer service. In this role, I am responsible for maintaining relationships with clients by phone, email, and in person, scheduling and managing appointments.

Feb 2017 - Jan 2020

Sole Proprietor

Holly: Girl Friday

Seattle, WA

In July 2016, I launched my own small business as a personal assistant and 'girl friday'; I am a jack-of-all-trades who can do anything! My client base varies from small business owners, to mothers of young children, to senior citizens, to busy professionals who don't have enough hours in the day. I assist with any and all tasks anyone needs help with.

Jul 2016 - Jul 2018

Quality Assurance Specialist

Greater Seattle Area

As a member of the Quality team, I am responsible for ensuring our Customer Service Specialists are providing the best possible service to Nordstrom shoppers, and that they are meeting the Nordstrom Service Expectations. My regular tasks consist of completing assessment ratings and providing feedback for phone, chat, and e-mail correspondence between.

Oct 2014 - Jun 2016

Customer Service Supervisor (Interim/Backup)

Seattle, Washington

May 2015 - Oct 2015

Customer Service Specialist

Seattle, WA

At Nordstrom.com, I assist anywhere from 50-100 customers a day via phone and/or e-mail with new order placement, exchanges, and replacement orders. I also track orders and packages, process customer financial adjustments, and troubleshoot to resolve all customer service inquiries or issues arising from our website and catalog. Additionally, I provide.

Sep 2013 - Oct 2014

Client Service Coordinator

Irvine, CA/Bellevue, WA

As Client Service Coordinator, my primary goal and responsibility is to ensure that all clients and their guests have everything they need in order for their business to run as efficiently and successfully as possible. My range of daily operations include handling initial sales calls and assessing client needs, greeting and accommodating guests, organizing.

Jan 2011 - Sep 2013

Office Assistant

Newport Dunes Resort Marina

Newport Beach, CA

As assistant office manager, I assisted the Director of Facilities and Office Manager with the operation of the resort marina office. This included assisting with leasing and property management, heavy customer service, heavy phone answering, invoicing, billing, accounts receivable, rent roll, move-ins, move-outs, supply inventory and ordering, daily.

Jun 2008 - Nov 2010

Receptionist

Biola Counseling Center
Jan 2008 - May 2008
Team & coworkers

Colleagues at Wise Planning

Other employees you can reach at wiseplanninginc.com. View company contacts for 12 employees →

3 education records

Holly Pulliam education

FAQ

Frequently asked questions about Holly Pulliam

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

What company does Holly Pulliam work for?

Holly Pulliam works for Wise Planning.

What is Holly Pulliam's role at Wise Planning?

Holly Pulliam is listed as Operations and Client Service Manager at Wise Planning.

What is Holly Pulliam's email address?

AeroLeads has found 1 work email signal at @wiseplanninginc.com for Holly Pulliam at Wise Planning.

Where is Holly Pulliam based?

Holly Pulliam is based in Greater Seattle Area, United States, United States while working with Wise Planning.

What companies has Holly Pulliam worked for?

Holly Pulliam has worked for Wise Planning, Holly: Girl Friday, Nordstrom.Com, Premier Business Centers, and Newport Dunes Resort Marina.

Who are Holly Pulliam's colleagues at Wise Planning?

Holly Pulliam's colleagues at Wise Planning include Mike Burke, Sharan Mackintosh, Kevin O'Brien, Brooke Hogg, Cfp®, and Andy Holte.

How can I contact Holly Pulliam?

You can use AeroLeads to view verified contact signals for Holly Pulliam at Wise Planning, including work email, phone, and LinkedIn data when available.

What schools did Holly Pulliam attend?

Holly Pulliam holds Bachelor Of Science - Bs, Business Management from Western Governors University.

What skills is Holly Pulliam known for?

Holly Pulliam is listed with skills including Customer Relations, Phone Etiquette, Administration, Billing, Word, Project Execution, Customer Service, and Word Processing.

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