Kathy Au
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Kathy Au Email & Phone Number

Financial Planner at World Financial Group (WFG)
Location: Cherry Hill, New Jersey, United States 13 work roles 1 school
2 work emails found @worldfinancialgroup.com LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email k****@worldfinancialgroup.com
LinkedIn Profile matched
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Current company
Role
Financial Planner
Location
Cherry Hill, New Jersey, United States
Company size

Who is Kathy Au? Overview

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Quick answer

Kathy Au is listed as Financial Planner at World Financial Group (WFG), a with 13227 employees, based in Cherry Hill, New Jersey, United States. AeroLeads shows a work email signal at worldfinancialgroup.com and a matched LinkedIn profile for Kathy Au.

Kathy Au previously worked as Receptionist at Everest Medical Care and Operations Manager at Ross Stores, Inc.. Kathy Au holds Bachelor Of Business Administration (Bba) from Temple University, Fox School Of Business.

Company email context

Email format at World Financial Group (WFG)

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*@worldfinancialgroup.com
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AeroLeads found 2 current-domain work email signals for Kathy Au. Compare company email patterns before reaching out.

Profile bio

About Kathy Au

Experienced Operations Manager with a demonstrated history of working in the retail industry. Skilled in Microsoft Word, Microsoft PowerPoint, Microsoft Outlook, Insurance, and Customer Service. Strong operations professional with a Bachelor of Business Administration (BBA) focused in Actuarial Science from Temple Univeristy

Listed skills include Mandarin, Cantonese, Statistics, Microsoft Excel, and 10 others.

Current workplace

Kathy Au's current company

Company context helps verify the profile and gives searchers a useful next step.

World Financial Group (WFG)
World Financial Group (Wfg)
Financial Planner
duluth, georgia, united states
Employees
13227
AeroLeads page
13 roles

Kathy Au work experience

A career timeline built from the work history available for this profile.

Financial Planner

Current

Mount Laurel, Nj

World Financial Group (WFG) is one of the few companies of its kind in the industry today. WFG, an AEGON Company, is dedicated to serving the financial needs of individuals and families from all walks of life. AEGON is an international life insurance, pension and investment group based in The Hague, The Netherlands, with businesses in more than 20 markets in the Americas, Europe, and Asia.WFG Associates have the ability to offer products and services from a broad array of financial services providers. This enables our associates to find the very best solution for their clients, including insurance protection and lifestyle changes. WFG Associates are committed to:Helping individuals and families who are often overlooked by other companies in the financial services industry. Working with clients to create a customized strategy to protect them and their families. Educating individuals, families and business owners that financial decisions made today are critical in determining their financial futures.

Sep 2016 - Present

Receptionist

Everest Medical Care

Havertown, Pa

Ensured the accuracy of demographic and insurance information for approximately 60 patients a day.Analyzed aging receivable schedule on a daily basis and resolved any outstanding billing or billing dispute with patients in person or through telephone.Worked collaboratively with Clear Medical Revenue and insurance companies to ensure account receivable reconciled.

Operations Manager

Mount Laurel, Nj

- Supervises and coaches retail associates in providing efficient and friendly service at registers, customer service desk, fitting room, sales floor, etc. - Monitors inventory shortage programs in store and monitors programs to ensure compliance. Understand company and store inventory results and goals. - Assist in recruiting, hiring, training and developing associates- Ensure proper scheduling of employees to meet business objectives. - Assist in the management of and continuous monitoring of actual expenditures to be within budget. Controls payroll hours to plan, as the primary controllable expense, as well as adjusting to current business trends. Accomplishment: Promoted from Retail Associate to Operation Manager within 2 yearsReduce shrink by 20% within a monthReceived Employee of the Month in July 2014Skills Used: Customer Service/ Leadership/ Communication/ Managing/ Staffing and Hiring/ Shrink Prevention/ Performance Evaluation/ Coaching/ Talent Development

Area Supervisor

Cherry Hill, Nj

- Responsible for a specific, assigned area of the store as well as general operations and supervision of the store when functioning as the Supervisor on Duty. - Responsible for security of building and customer safety including accident prevention, accident reporting and emergency procedure. - Train and educate coworkers regarding proper work completion and adherence to company standards. - Assign duties and monitor the productivity and performance of the employees and provide feedback and motivates them to accomplish more.

Oct 2015 - Jan 2016

Cash Office Associate

Cherry Hill, Nj

* Perform various bookkeeping functions which includes reconciling cash registers and related counts; audit and balancing safe/vault; preparing till funds for all registers and daily bank deposits. * Report all discrepancies to management; prepare and file daily reports and provide administrative support.

Mar 2014 - Oct 2015

Sales Associate

Cherry Hill, Nj

* Working part-time in store support and customer-facing roles. * Thriving within busy, high-volume environment requiring the ability to prioritize and provide exceptional customer service. * Demonstrating fast learning capacity, flexibility and versatile skill-set. Working in stock room, fitting room, front-end cashier, fitting room and sales floor.

Jan 2014 - Oct 2015

Driver Helper

Ups

Lawnside, Nj

-Assist driver in delivery package in a timely basis and ensure correct delivery of packages during the holiday season. -Work in face paced environment; compiled with company safety standards. -Assist with loading and appropriately securing package inside delivery vehicle.

Nov 2013 - Jan 2014

Life Insurance Agent

Bala Cynwyd, Pa

- Developed prices and insurance proposals for individuals and business owners.- Increased knowledge in different life insurance and annuities products.- Increased business development by negotiating and closing proposals.

Aug 2012 - Dec 2012

Actuarial Teaching Assistant

Greater Philadelphia Area

• Assistant to Dr Krupa S Viswanathan; Responsible for Actuarial Modeling II classes.• Tutored and assisted students individually or in small groups to help them master assignments and to reinforce learning concepts presented by professor.• Held exam review sessions; helped students prepared for Society of Actuaries exams.• Communicated with professor and supervisor to access the needs and progress of students.

Aug 2011 - Dec 2011

Production Clerk

Greater Philadelphia Area

• Packed, sealed, labeled, and affixed postage to prepare medications for shipping. • Examine contents and compare with records, such as manifests and invoices, to ensure completeness, quality and accuracy. • Determine shipping method for materials, using knowledge of shipping procedures, routes, and rates.

Mar 2008 - Dec 2010

Classroom Technology Support Student Specialist

Greater Philadelphia Area

• Provided tech support to computer system users with a team or independently.• Set up equipment for others to use and provided assistance with computer hardware and software, printing, program installation, word processing, email, and operating systems.• Detected problems and errors in computer operations.

Jan 2009 - Aug 2010

Volunteer Concierge

Greater Philadelphia Area

• Organized and assigned volunteer shifts schedules• Demonstrated and collected feedback for new technology, such as AMX panel• Worked with faculty to scheduled classroom recording tool, known as TU Capture

Oct 2008 - Jul 2009

Sales Associate

Cherry Hill, Nj

• Greeted customers and ascertain what each customer wants or needs.• Computed sales prices, total purchases and receive and process cash or credit payment.• Opened and closed cash registers, performed tasks such as counting money, separating charge slips, coupons, and vouchers, balancing cash drawers, and making deposits.

Sep 2006 - Sep 2007
Team & coworkers

Colleagues at World Financial Group (WFG)

Other employees you can reach at worldfinancialgroup.com. View company contacts for 13227 employees →

1 education record

Kathy Au education

  • Temple University, Fox School Of Business
    Temple University, Fox School Of Business
    Bachelor Of Business Administration (Bba)
FAQ

Frequently asked questions about Kathy Au

Quick answers generated from the profile data available on this page.

What company does Kathy Au work for?

Kathy Au works for World Financial Group (WFG).

What is Kathy Au's role at World Financial Group (WFG)?

Kathy Au is listed as Financial Planner at World Financial Group (WFG).

What is Kathy Au's email address?

AeroLeads has found 2 work email signals at @worldfinancialgroup.com for Kathy Au at World Financial Group (WFG).

Where is Kathy Au based?

Kathy Au is based in Cherry Hill, New Jersey, United States while working with World Financial Group (WFG).

What companies has Kathy Au worked for?

Kathy Au has worked for World Financial Group (Wfg), Everest Medical Care, Ross Stores, Inc., Ups, and New York Life Insurance Company.

Who are Kathy Au's colleagues at World Financial Group (WFG)?

Kathy Au's colleagues at World Financial Group (WFG) include Alejandro Castañeda, Stephanie Branigan, Mark Manalo, Juan Cabrera, and Marie Elizondo.

How can I contact Kathy Au?

You can use AeroLeads to view verified contact signals for Kathy Au at World Financial Group (WFG), including work email, phone, and LinkedIn data when available.

What schools did Kathy Au attend?

Kathy Au holds Bachelor Of Business Administration (Bba) from Temple University, Fox School Of Business.

What skills is Kathy Au known for?

Kathy Au is listed with skills including Mandarin, Cantonese, Statistics, Microsoft Excel, Powerpoint, Access, Actuarial Science, and Data Analysis.

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