Kameron Pulliam Email & Phone Number
Who is Kameron Pulliam? Overview
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Kameron Pulliam is listed as Sr Client Service Associate at HB Wealth, based in Washington Dc-Baltimore Area, United States. AeroLeads shows a matched LinkedIn profile for Kameron Pulliam.
Kameron Pulliam previously worked as Executive Client Engagement at Sb & Company, Llc and Sr.Leadership Manager at Lululemon. Kameron Pulliam holds College/University Preparatory And Advanced High School/Secondary Diploma Program from Institute Of Notre Dame.
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About Kameron Pulliam
As an Executive of Client Engagement, I am passionate about building lasting relationships that drive business success. With 14 years of experience in the finance and accounting sector, I lead initiatives that prioritize client needs and enhance their overall experience. My work focuses on strategic partnerships, customer feedback integration, and service optimization, allowing me to create tailored solutions that foster loyalty and growth.I am accountable for team financial reporting, including profit and loss statements, annual budgets, monthly expenses, and audit reports, while successfully growing assets under management by more than 50% quarter over quarter. Collaborating closely with C-suite executives, including CEOs, I drive business initiatives that enhance client experiences and contribute to the overall growth of the firm. I emphasize productivity, budgeting, forecasting, and audit services to ensure our strategies align with both client objectives and organizational goals.Beyond my professional commitments, I believe in the importance of strong community connections and advocate for financial literacy and access to quality educational programs for all. I am dedicated to empowering individuals with the knowledge and resources they need to succeed.
Kameron Pulliam's current company
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Kameron Pulliam work experience
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Executive Client Engagement
As an Executive of Client Engagement and Quality Control, I play a pivotal role in driving strategic initiatives that enhance client relationships and ensure the highest standards of service delivery. I work closely with C-suite executives to align our goals with client needs, fostering a culture of excellence and accountability. Project Presentation and Management: Lead project presentations to clients and stakeholders, showcasing our initiatives, performance metrics, and strategic plans. Ensure alignment with client objectives and deliverables.Client Meetings and Engagement: Organize and facilitate high-level client meetings, discussions, and workshops to address concerns, gather feedback, and promote collaborative problem-solving.Financial Reporting and Analysis: Oversee the preparation of financial reports, including profit and loss statements, annual budgets, and audit reports, providing insights to inform decision-making and strategic direction.Continuous Improvement: Identify opportunities for process improvement and innovation within client engagement practices, driving efficiencies and enhancing client experiences.
Sr.Leadership Manager
I collaborate closely with store leadership to actualize the Community strategy, emphasizing the pillars of community foundations and guest experience.Ensure continuous and fair support for the ongoing learning and development of all team members by delivering direct feedback, coaching, mentoring, conducting continuous development check-ins, and overseeing performance management activities.Handle all employee concerns and issues, utilizing internal support when necessary to take appropriate action.Direct and manage in-store team members to guarantee an optimal guest experience that values guests' time and supports store operations.Address emergent issues, including guest escalations and urgent requests.Cultivate and maintain inclusive relationships with local ambassadors, sweat leaders, community influencers, and other external partners to establish and increase brand awareness in the community.Being able to oversee relationships with local key entities such as Ambassadors, Sweat Collective, studio owners, and lululemon Studio partner studios, aiming to boost new guest acquisition and enhance guest retention.Serving as local community consultant has allows me to pinpoint future Ambassador or partner prospects, elevating the store's status as a central community hub.Participate in, support, and host local and regional Community events, contributing to the vibrant local presence.Implement the product seeding strategy by collaborating with community partners and Ambassadors.Analyze business data and metrics pertinent to the community, providing insights and recommendations to store leadership regarding Community events, projects, or initiatives.Foster a respectful and inclusive team environment by valuing and celebrating differences, ensuring a supportive, productive, and enjoyable experience for all team members.
Client Portfolio Manager
Accountable for team financial reporting to include profit and loss statements, annual budgets, monthly expenses and technology, as well as audit reports while growing assets under management by more than 50% quarter over quarter. Further, grew fee-based revenues by $2.1M since 2016.Led compliance activities by serving as quality control point to ensure all calls and confidential paperwork and requests adhered to corporate policies and procedures. Won Audit Inspection for compliance since Q1.Managed new client onboarding process to include preparation and processing of new and existing paperwork.Additionally, managed existing consumer and business needs including service, trades, issue resolution, travel coordination, and communications.Served as Board Member for Community Advisory Committee and as a firm representative at state and industry conferences and workshops.
Kameron Pulliam education
Frequently asked questions about Kameron Pulliam
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What company does Kameron Pulliam work for?
Kameron Pulliam works for HB Wealth.
What is Kameron Pulliam's role at HB Wealth?
Kameron Pulliam is listed as Sr Client Service Associate at HB Wealth.
Where is Kameron Pulliam based?
Kameron Pulliam is based in Washington Dc-Baltimore Area, United States while working with HB Wealth.
What companies has Kameron Pulliam worked for?
Kameron Pulliam has worked for Hb Wealth, Sb & Company, Llc, Lululemon, and Capital One.
How can I contact Kameron Pulliam?
You can use AeroLeads to view verified contact signals for Kameron Pulliam at HB Wealth, including work email, phone, and LinkedIn data when available.
What schools did Kameron Pulliam attend?
Kameron Pulliam holds College/University Preparatory And Advanced High School/Secondary Diploma Program from Institute Of Notre Dame.
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