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Kate Kelly Email & Phone Number
Project Manager
at
Principal Asset Management
LinkedIn matched
✓ Verified August 2026
3 data sources
Profile completeness 86%
Current company
Role
Project Manager
Location
London, England, United Kingdom
Who is Kate Kelly? Overview
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Quick answer
Kate Kelly is listed as Project Manager at Principal Asset Management, based in London, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Kate Kelly.
Kate Kelly previously worked as Real Estate Product & Sales Support Associate at Principal Asset Management and Project Coordinator at Two Rivers Marketing. Kate Kelly holds Master Of Science - Ms, Real Estate from Bayes Business School.
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Email format at Principal Asset Management
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Principal Asset Management
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Profile bio
About Kate Kelly
Experienced and motivated analyst and project manager with a background successfully executing diverse project tasks to meet tight deadlines. Highly skilled at communicating with colleagues, turning data into stories and results, and creating efficient processes and achieving key milestones. Enthusiastic problem solver and talented team player with close attention to detail and decision making skills.
Current workplace
Kate Kelly's current company
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8 roles
Kate Kelly work experience
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Project Manager
Current
Sep 2024 - Present
Real Estate Product & Sales Support Associate
- Managed and maintain quarterly content, branding, promotion and marketing for a top-10 global real estate manager - Gathered custom performance data and translated into meaningful results within PowerPoint - Compiled and analyzed monthly, quarterly and annual product and sales meeting data through SalesForce and Excel - Worked closely with compliance, globally, to ensure materials and distribution of materials adhere to marketing regulations specific to each country and client type - Managed multiple tight project turnarounds while collaborating with compliance and portfolio management teams - Assisted RFP team with ad-hoc data requests to complete prospect due diligence - Collaborated with team to improve processes and create process efficiencies for data extraction and new material creation - Managed distribution and record keeping of PPMs and subscriptions via Excel and Power BI
Sep 2022 - Sep 2024
Project Coordinator
- Kept projects on schedule by managing deadlines and adjusting workflows through Monday.com- Liased between 5 departments to meet specific project and client needs - Designed and delivered promotional emails for B2B clients via Campaign Monitor & SalesForce - Tracked hours and expenses up to $150,000 to keep project on task and within budget - Created project estimates, and then transitioned projects from estimation and pre-approval phase to a well-defined project execution plan - Analyzed campaign results once campaign was completed and presented results to client - Created monthly billing for clients via Microsoft Excel and collaborated with accounting team
May 2021 - Sep 2022
Private Wealth Management Intern
- Collaborate with private wealth managers to review client portfolios and put together client reports - Research investment strategies and pitch to team to consider adding to portfolio - Research new prospects and potential clients that fit target market- Create and update marketing materials for an office of over 800 clients
Jun 2020 - Aug 2020
Mentee
- Professional mentorship that provided education and insight into the insurance industry and potential careers - Attend monthly training sessions with mentees and mentors
Dec 2018 - Dec 2019
Marketing & Women’S Business Center Intern
- Create email and social media marketing materials for upcoming events and analyze KPI’s and metrics - Report campaign metrics to leader weekly and strategize ways to improve engagement - Input client data into salesforce and add clients to email campaigns - Daily meeting with team to discuss projects, tasks and priorities
May 2019 - Sep 2019
Marketing Intern
Semester long team project that analyzed business strategy and market trends, and created new marketing and sales strategy to increase product sales and new clients
Sep 2017 - Dec 2017
2 education records
Kate Kelly education
Master Of Science - Ms, Real Estate
Bayes Business School
Bachelor'S Of Science Business Administration (Bsba), Marketing, Management & Information Systems
Drake University
FAQ
Frequently asked questions about Kate Kelly
Quick answers generated from the profile data available on this page.
What company does Kate Kelly work for?
Kate Kelly works for Principal Asset Management.
What is Kate Kelly's role at Principal Asset Management?
Kate Kelly is listed as Project Manager at Principal Asset Management.
Where is Kate Kelly based?
Kate Kelly is based in London, England, United Kingdom while working with Principal Asset Management.
What companies has Kate Kelly worked for?
Kate Kelly has worked for Principal Asset Management, Two Rivers Marketing, Baird, Nationwide, and Iowa Center For Economic Success.
How can I contact Kate Kelly?
You can use AeroLeads to view verified contact signals for Kate Kelly at Principal Asset Management, including work email, phone, and LinkedIn data when available.
What schools did Kate Kelly attend?
Kate Kelly holds Master Of Science - Ms, Real Estate from Bayes Business School.
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