Kathleen B. Mccann

Kathleen B. Mccann Email and Phone Number

Client Service Manager @ Wealth Enhancement Group
New York, NY, US
Kathleen B. Mccann's Location
New York City Metropolitan Area, United States
Kathleen B. Mccann's Contact Details

Kathleen B. Mccann work email

Kathleen B. Mccann personal email

n/a
About Kathleen B. Mccann

Experienced and successful working in both an individual contributor and managing capacity. Background in administration, operations and client/customer service within a variety of industries. Core strengths include:Pensions * Mutual Funds * Annuities * Retirement Plans * Medical * Dental * Wellness * Written and Verbal Communication * Documentation * Training * Relationship Building * Collaboration * Offshore Vendor Management * Administration * Event Planning * Operations * Salesforce * Office Management

Kathleen B. Mccann's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

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Client Service Manager
New York, NY, US
Kathleen B. Mccann Work Experience Details
  • Wealth Enhancement Group
    Client Service Manager
    Wealth Enhancement Group
    New York, Ny, Us
    View

Kathleen B. Mccann Skills

Financial Services Leadership Insurance Mutual Funds Customer Service Investments Management Fixed Annuities Retirement Process Improvement Asset Allocation Life Insurance Team Leadership Interviews Series 6 Project Management Pensions 401k Change Management Onboarding Managing Workflow Group Annuities Call Center Manager Employee Benefits Regression Testing 401 Retirement Savings Plans Performance Appraisal Finra Iras Asset Management Account Reconciliation Research Business Process Improvement Qualified Domestic Relations Orders Death Benefits Defined Benefit Relationship Management Microsoft Office Salesforce Concur Audit Preparation Cpr Certified User Testing Aed Certified Defined Contribution First Responder Quickbooks Google Suite Accounts Payable And Receivable Invoicing

Kathleen B. Mccann Education Details

Frequently Asked Questions about Kathleen B. Mccann

What company does Kathleen B. Mccann work for?

Kathleen B. Mccann works for Wealth Enhancement Group

What is Kathleen B. Mccann's role at the current company?

Kathleen B. Mccann's current role is Client Service Manager.

What is Kathleen B. Mccann's email address?

Kathleen B. Mccann's email address is mc****@****tna.com

What schools did Kathleen B. Mccann attend?

Kathleen B. Mccann attended Saint Peter's University.

What are some of Kathleen B. Mccann's interests?

Kathleen B. Mccann has interest in Children, Health.

What skills is Kathleen B. Mccann known for?

Kathleen B. Mccann has skills like Financial Services, Leadership, Insurance, Mutual Funds, Customer Service, Investments, Management, Fixed Annuities, Retirement, Process Improvement, Asset Allocation, Life Insurance.

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