Please complete the CAPTCHA to continue
@widewail.com
✓
1 phone found area 315
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Joe Keil is listed as Strategic Account Manager at Widewail, a company with 16 employees, based in Middlebury, Vermont, United States. AeroLeads shows a work email signal at widewail.com, phone signal with area code 315, and a matched LinkedIn profile for Joe Keil.
Joe Keil previously worked as Sr. Partcipant Support Specialist at Guideline and Customer Success Associate at Guideline. Joe Keil holds Master Of Professional Studies, Analytics from Northeastern University.
This section adds company-level context without repeating Joe Keil's masked contact details.
AeroLeads found 1 current-domain work email signal for Joe Keil. Compare company email patterns before reaching out.
At Widewail, I am responsible for nurturing the relationships we have with our clients. My goal is to deliver empathetic and educational service and ensuring that Widewail is a trusted partner in reputation management and trust marketing.Before Widewail, I had a successful career in the financial services/fintech space, including at Guideline, Personal Capital, and TIAA. My responsibilities were always centered on synthesizing complicated financial concepts for clients and walking them through important phases of their financial lives. I have brought this care and attention into the newest stage of my career.My work experience since college graduation is supplemented by a dual degree in Economics and Business from St. Lawrence University. I was a recipient of the college’s Vilas Scholarship, and also completed internships at Morgan Stanley, BMO Capital Markets, and IIS Financial Services.
Listed skills include Microsoft Office, Call Centers, Internships, Powerpoint, and 23 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Burlington, Vermont, United States
Responsible for nurturing Widewail’s relationship with its strategic accounts. This includes handling inbound customer requests, curating & explaining reporting on Widewail’s dashboard, and proactively communicating updates to our product & services
Portland, Maine, United States
Routinely handle customer escalations and complex customer issuesAct as a resource for newer Customer Success team members
Portland, Maine, United States
Point person for customer inquiries - handling any questions and educating clients and participants as needed via e-mail, live chat, and phone supportEnsuring that our customers are supported and satisfied Identify trends and gaps based on communication and feedback from customers Collaborate interdepartmentally with sales, engineering, operations, and our.
South Portland, Maine, United States
Responsible for prompt and accurate onboarding of new client accountsExpeditiously service existing clients with investment changes and transactional matters
Denver, Colorado
Facilitate and oversee the establishment and transfer of new client accounts on Personal Capital’s wealth management platformPromptly handle client issues and requests with our custodian, Pershing, and contra firmsLeverage proprietary and third-party software to ensure a smooth enrollment and transfer process for the clientAssist in the development and.
Denver, Colorado
By fielding inbound calls through TIAA's National Contact Center, aid and assist retirement plan participants' and IRA account holders' inquiries - including investment changes, annuitization, cash withdrawals, retirement plan loan origination, and online account assistancePosition retirement solutions by educating participants on their retirement plan/IRA.
Canton, New York
Connected with alumni and friends of the university via telephone in order to procure annual gifts in a polite and efficient manner
Canton, New York
Tutored and assisted elementary aged children in reading and writing.Responsible for driving myself and other tutors to a local elementary school twice a week.
South Portland, Maine
Created and maintained marketing materials and client correspondenceResearched and identified well performing mutual funds to be included in clients' portfoliosCompiled lists of CPA's, estate lawyers, and insurance salespeople who could serve as potential professional partners for the firm
London, United Kingdom
Assisted currency, bond, and equity traders with research materials and office operationsProvided and presented research on European asset managers for the Fixed Income Sales team
Providence, Rhode Island
Aided established financial advisors in attracting new business through the use of contact management and marketing materials.Completed and presented research on the performance of mutual funds and equities to several financial advisors.
Providence, Rhode Island
Updated and maintained informational databases of venture capitalists and technology companies.Performed several different administrative and clerical duties.
Lincoln, Rhode Island
Procured construction services for various corporate clients and performed administrative duties such as filing papers and sending out contracts.
Other employees you can reach at widewail.com. View company contacts for 16 employees →
Jane Garfinkel
Colleague at Widewail
Jersey City, New Jersey, United States, United States
View →
AL
Abby Leathers
Colleague at Widewail
Burlington, Vermont, United States, United States
View →
JH
Jessie Hines
Colleague at Widewail
Burlington, Vermont, United States, United States
View →
PP
Pratik Patel
Colleague at Widewail
Ahmedabad, Gujarat, India, India
View →
NG
Nina Gilbert
Colleague at Widewail
Salt Lake City, Utah, United States, United States
View →
ML
Maya London-Southern
Colleague at Widewail
Burlington, Vermont, United States, United States
View →
AM
Angi Murray
Colleague at Widewail
South Burlington, Vermont, United States, United States
View →
IM
Ian Mackenzie
Colleague at Widewail
Winooski, Vermont, United States, United States
View →
SP
Sophie Phelan
Colleague at Widewail
Burlington, Vermont, United States, United States
View →
AC
Andy Corran
Colleague at Widewail
South Burlington, Vermont, United States, United States
View →
Activities and Societies: Beta Theta Pi Fraternity, KSLU Radio Station, LINC Alumni Mentoring Program, SLU Club TennisGraduated with a.
Quick answers generated from the profile data available on this page.
Joe Keil works for Widewail.
Joe Keil is listed as Strategic Account Manager at Widewail.
AeroLeads has found 1 work email signal at @widewail.com for Joe Keil at Widewail.
AeroLeads has found 1 phone signal(s) with area code 315 for Joe Keil at Widewail.
Joe Keil is based in Middlebury, Vermont, United States while working with Widewail.
Joe Keil has worked for Widewail, Guideline, Iis Financial Services, Personal Capital, and Tiaa.
Joe Keil's colleagues at Widewail include Jane Garfinkel, Abby Leathers, Jessie Hines, Pratik Patel, and Nina Gilbert.
You can use AeroLeads to view verified contact signals for Joe Keil at Widewail, including work email, phone, and LinkedIn data when available.
Joe Keil holds Master Of Professional Studies, Analytics from Northeastern University.
Joe Keil is listed with skills including Microsoft Office, Call Centers, Internships, Powerpoint, Microsoft Word, Microsoft Excel, Leadership, and Outlook.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Joe Keil you were looking for.
View similar profiles
