Kameron Kindle Email & Phone Number

Houston, Tx

Houston, Texas, United States

- Managed client support function for senior lending officers by handling all requests and engaging in diligent follow-up process to ensure client satisfaction.- Developed relationships with established clients of the bank, while focusing on devising business development strategies to market the banks services in the community.- Rotated through various Business Banking and Commercial market groups, while underwriting in approximately 30 deals during my duration in this role.

Houston, Texas

Prairie View, Texas

-Promoting organization objectives to increases financial literacy while advocating the finance profession as a viable career.- Collaborate with different organizations and increase club impact on students' engagement on campus. -Developing ideas for events to increase student executive board applicants, while expanding opportunities for students to learn about managing finances and entrepreneurship.

Prairie View, Texas

-Facilitate on and off-campus events-Manage progress of organizations members-Educate Prairie View community on the importance of financial literacy and entrepreneurship.

Houston, Tx

-Calculate assets under management by updating and verifying financial planning software such as Redtail and Riskalyze -Organize business client relationship management software, in a way that improves retrieval of client data and demographics.-Determine tiered fee structures for prospects and existing clients to accurately report investment performance.

Houston, Tx

-Presenting the company’s planning process to prospective clients to increase the retention rate with new prospective clients.-Leveraging new computer software to illustrate premium pricing to maximizing client’s financial resources.-Gathering client data to discover uninsured risk and create personal planning analysis to present recommendations.

Prairie View, Tx

-Assisting students with understand the order and importance of the financial planning process -illustrating topics discussed in lectures with real-world examples to increase retention. -Demonstrating how the break down of financial statements is a means of measuring financial progress.

Prairie View,Tx

-Maintained the confidentiality of the fiscal year 1099 tax filings-Organized and filed confidential financial documents for easy retrieval by Financial Services management personnel

United States

-Manged five part-time employees and held shift meetings to update staff on facility status -Rotated employees throughout shifts to maximize facility assistant's effectiveness and efficiency with facility -Documented demographics for unit capacity and report to facility director to increase membership sales