Kathryn Munoz

Kathryn Munoz Email and Phone Number

Director of Operations @ The AdvisoryOne Group
141 W Jackson Blvd,
Kathryn Munoz's Location
Greater Chicago Area, United States
About Kathryn Munoz

Kathryn Munoz is a Director of Operations at The AdvisoryOne Group.

Kathryn Munoz's Current Company Details
The AdvisoryOne Group

The Advisoryone Group

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Director of Operations
141 W Jackson Blvd,
Website:
advisory-one.com
Employees:
11
Kathryn Munoz Work Experience Details
  • The Advisoryone Group
    Director Of Operations
    The Advisoryone Group Jan 2015 - Present
    Greater Chicago Area
    View
  • New England Financial
    Client Management
    New England Financial Aug 2013 - Jan 2015
    Chicago, Illinois
    Kathryn A. Munoz is a Registered Representative with New England Securities
    View
  • Morgan Stanley Wealth Management (Formerly Smith Barney)
    Senior Regional Specialist Associate
    Morgan Stanley Wealth Management (Formerly Smith Barney) Aug 1996 - Apr 2013
    Greater Chicago Area
    Internal sales coordination for 1500+ Financial Advisors in multiple geographic locations. Focused on achieving revenue goals. Interfaced with both internal & external Insurance Planning Specialists, numerous insurance carriers, and external insurance brokerage locations to execute the successful processing of insurance business for the Wealth Planning Group.
    View
  • Disability Management & Planning Group, Inc.
    Sales & Marketing Coordinator
    Disability Management & Planning Group, Inc. Oct 1995 - May 1996
    Greater Chicago Area
    * Preparation & design of marketing materials* Researched prospective accounts* Coordination of all direct mailings & technical support.
  • Northwestern Mutual
    Sales & Marketing /Associate Agent
    Northwestern Mutual May 1987 - Aug 1995
    * Responsible for all aspects of the sales cycle including establishing initial contact through referrals* Processed individual life, health,and disability policies* Created proposals & targeted mailings* Supervision of part time employees
    View

Frequently Asked Questions about Kathryn Munoz

What company does Kathryn Munoz work for?

Kathryn Munoz works for The Advisoryone Group

What is Kathryn Munoz's role at the current company?

Kathryn Munoz's current role is Director of Operations.

Who are Kathryn Munoz's colleagues?

Kathryn Munoz's colleagues are Trevor Mattson, Robert T. Weil, Colton Dahlenburg, Fpqp®, Caroline Kurzydlo, Erin Juley Dahlenburg, Cfp®, Bfa™.

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