Kat Mckee
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Kat Mckee Email & Phone Number

House Manager & Executive Assistant at Curran Financial Partners at Curran Financial Partners
Location: Charleston, South Carolina Metropolitan Area, United States 22 work roles 5 schools
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Current company
Role
House Manager & Executive Assistant at Curran Financial Partners
Location
Charleston, South Carolina Metropolitan Area, United States
Company size

Who is Kat Mckee? Overview

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Quick answer

Kat Mckee is listed as House Manager & Executive Assistant at Curran Financial Partners at Curran Financial Partners, a company with 11 employees, based in Charleston, South Carolina Metropolitan Area, United States. AeroLeads shows a matched LinkedIn profile for Kat Mckee.

Kat Mckee previously worked as Executive Assistant at Curran Financial Partners and Sales Executive at Goliath Tech, Llc. Kat Mckee holds Master Of Business Administration (Mba), Finance from Long Island University.

Company email context

Email format at Curran Financial Partners

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Curran Financial Partners

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Profile bio

About Kat Mckee

Catalyst for improving operations and customer experiences.

Listed skills include Marketing, Public Relations, Social Media, Marketing Communications, and 46 others.

Current workplace

Kat Mckee's current company

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Curran Financial Partners
Curran Financial Partners
House Manager & Executive Assistant at Curran Financial Partners
charleston, south carolina, united states
Website
Employees
11
AeroLeads page
22 roles

Kat Mckee work experience

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

Sales Executive

Charleston, South Carolina Area

The source for IT Procurement

Apr 2019 - Dec 2022

Project & Relationship Manager

Freelance & Volunteer

Volunteering and freelancing on a project basis doing tradeshows, business plan editing, marketing, social media, photography, interviews and transcriptions, etc.

Mar 2013 - Dec 2022

Freelance Writer & Photographer

(Independent)

Charleston, South Carolina Area

Aug 2017 - Jun 2019

Head Youth Soccer Coach

Greater Boston Area

Part-time soccer coach for 12month - 7yr olds

Jun 2016 - Aug 2017

Director, Operations & Facilities

Mount Kisco, NY

Recruited from BoD to join staff. Facilities - HVAC, Playground, Kitchen, Utilities, Green Business Challenge, Pest Control, Inspections; Operations - Human Resources, Training, New Hire Paperwork, etc.

Mar 2014 - Jul 2014

Senior Project Manager

Project Management, Business Development, IT, Finance & Operations, Proposals & Contracts, Discovery & Strategy, etc. Social Media & Marketing Communications.

Sep 2013 - Feb 2014

Relationship Manager

Compufit Llc

Business Development and Account Management!

Oct 2012 - Mar 2013

Relationship Manager

Tarrytown, NY

Acquired MSP Ignite. Report directly to CTO. Interface with clients for escalated issues to gain resolution and nurture client relationships. Manage three direct reports and client remote and onsite service scheduling. Supervise bench/warehouse schedule and technical equipment incoming and outgoing.

Jul 2012 - Sep 2012

Client Services Manager

Nanuet, NY

Client Service, Crisis Management, Triage high-impact client issues, run weekly internal team meetings, community relations, business development, strategy development, etc.

Oct 2011 - May 2012

Senior Account Manager

Account Lead for Public Relations team that works with clients in the tri-state area. Efforts include: develop relationships with the media and local businesses, write and distribute press releases and media advisories, follow-up with media, post/attend/photograph events, conduct research for clients/venues/ideas/press releases, work with vendors, attend.

Apr 2007 - Oct 2011

Account Manager

Greater New York City Area

Fielding calls, vendors, prospects, job applicants; Managing office - handling human resourses, office move, internship program, etc.; Accounts Payable and Receivable - track invoices and status reports, vendor payment upon project completion, etc.; Prepare proposals, contracts, agreements;

Apr 2007 - Nov 2008

House Manager

Pech Family

by CEO and Doctor to manage household, children, contractors and housekeepers. Interact with both companies' calendars and employees. Manage home office and house maintenance and construction, orchestrate calendars, meals, errands and shopping. Orchestrate all appointments, meetings, social events, lessons, athletics, process and follow-up on forms..

Aug 2005 - Jan 2007

Personal Assistant / Concierge Services

Self-Employed

Personal Assistant: Calendar Organization and Event planning, Personal Finance and Computer Support, Meal Planning, Gift Shopping and Wrapping, Subcontractor Coordination, Household Management and Domestic Staff Management, Childcare and Eldercare, etc.

Mar 2002 - Aug 2005

Marketing & Sales Associate

Rnc Genter Capital Management

Los Angeles, CA

Nov 2001 - Mar 2002

Marketing & Sales Associate

Report to President and to CEO. Created presentations for prospect meetings. Coordinated and attended conferences. Increased product awareness and publicized investment strategies' performances. Managed communications with consultants and third party marketers; maintained client communications. Developed new business via company web site, internet.

Jan 2000 - Aug 2001

Registered Sales Assistant

Maintain relationships with high profile clients and referral sources, including lawyers, business managers and accountants. Managed client service process from new accounts, regular distribution of monies, placing orders, tax basis research and managed money. Tracked production, internal restricted security routing and non-marketable securities approvals..

Apr 1995 - Jan 2000

Registered Sales Assistant

Responsible for client service and sales support, placed, confirmed and tracked trading orders. Processed all money market and mutual fund transfers and distributions. Designed and implemented schedule system for bond sales, staggered maturities, swaps and crosses. Researched individual client transaction

Feb 1994 - Apr 1995

Senior Customer Service Representative

Kennedy Cabot & Company, Inc.

Fielded trade complaints and tax related inquiries from clients; Researched account histories and coordinated responses with information from brokers and management. Managed all branches' sell-outs and margin calls, communicating requirements to brokers and branch managers. Resolved trade disputes before escalation to arbitration. Handled all client.

Feb 1992 - Jan 1994

Marketing Associate

Siemens Stromberg-Carlson

Coordinated tradeshow participation and marketing efforts. Initiated technical documentation tracking program. Handled promotional item program and direct mailing lists. Fielded clients to appropriate internal contact. Ran global videoconference center. Researched new products in the pipeline; generated news releases in conjunction with product managers.

Oct 1988 - Sep 1991
Team & coworkers

Colleagues at Curran Financial Partners

Other employees you can reach at retireyall.com. View company contacts for 11 employees →

5 education records

Kat Mckee education

Master Of Business Administration (Mba), Finance

Business Policy & Strategy, Business Statistics, Corporate Financial Management, Entrepreneurial New Venture Creation, Financial.

Bachelor Of Arts, International Affairs

Liberal Arts with a focus on International Affairs, including Import/Export Management, International Business, etc.

College Preparatory, Business

Lake Mary High School
FAQ

Frequently asked questions about Kat Mckee

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

What company does Kat Mckee work for?

Kat Mckee works for Curran Financial Partners.

What is Kat Mckee's role at Curran Financial Partners?

Kat Mckee is listed as House Manager & Executive Assistant at Curran Financial Partners at Curran Financial Partners.

Where is Kat Mckee based?

Kat Mckee is based in Charleston, South Carolina Metropolitan Area, United States while working with Curran Financial Partners.

What companies has Kat Mckee worked for?

Kat Mckee has worked for Curran Financial Partners, Goliath Tech, Llc, Freelance & Volunteer, (Independent), and Palmetto Moon Insurance Agency.

Who are Kat Mckee's colleagues at Curran Financial Partners?

Kat Mckee's colleagues at Curran Financial Partners include Ross Dewaard, Samuel Newberry, Kyle Conner, Nicki Boone, and Chris Mcquade.

How can I contact Kat Mckee?

You can use AeroLeads to view verified contact signals for Kat Mckee at Curran Financial Partners, including work email, phone, and LinkedIn data when available.

What schools did Kat Mckee attend?

Kat Mckee holds Master Of Business Administration (Mba), Finance from Long Island University.

What skills is Kat Mckee known for?

Kat Mckee is listed with skills including Marketing, Public Relations, Social Media, Marketing Communications, Advertising, Management, Event Planning, and Strategy.

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