Kat Mckee Email & Phone Number
Who is Kat Mckee? Overview
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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.
Email format at Curran Financial Partners
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About Kat Mckee
Catalyst for improving operations and customer experiences.
Listed skills include Marketing, Public Relations, Social Media, Marketing Communications, and 46 others.
Kat Mckee's current company
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Kat Mckee work experience
A career timeline built from the work history available for this profile.
Project & Relationship Manager
Volunteering and freelancing on a project basis doing tradeshows, business plan editing, marketing, social media, photography, interviews and transcriptions, etc.
Freelance Writer & Photographer
Office Manager
Project Manager
Director, Operations & Facilities
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.
Senior Project Manager
Project Management, Business Development, IT, Finance & Operations, Proposals & Contracts, Discovery & Strategy, etc. Social Media & Marketing Communications.
Relationship Manager
Business Development and Account Management!
Relationship Manager
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.
Client Services Manager
Client Service, Crisis Management, Triage high-impact client issues, run weekly internal team meetings, community relations, business development, strategy development, etc.
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.
Account Manager
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;
House Manager
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..
Personal Assistant / Concierge Services
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.
Marketing & Sales Associate
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.
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..
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
Senior Customer Service Representative
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.
Marketing Associate
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.
Colleagues at Curran Financial Partners
Other employees you can reach at retireyall.com. View company contacts for 11 employees →
Ross Dewaard
Colleague at Curran Financial Partners
Charleston County, South Carolina, United States, United States
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SN
Samuel Newberry
Colleague at Curran Financial Partners
Charleston County, South Carolina, United States, United States
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KC
Kyle Conner
Colleague at Curran Financial Partners
Charleston County, South Carolina, United States, United States
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NB
Nicki Boone
Colleague at Curran Financial Partners
Mount Pleasant, South Carolina, United States, United States
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CM
Chris Mcquade
Colleague at Curran Financial Partners
Charleston, South Carolina Metropolitan Area, United States
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JI
Joe Iafelice
Colleague at Curran Financial Partners
Charleston, South Carolina, United States, United States
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MP
Maria P.
Colleague at Curran Financial Partners
Mount Pleasant, South Carolina, United States, United States
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BF
Bailey Ferez
Colleague at Curran Financial Partners
Charleston County, South Carolina, United States, United States
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AC
Adam Curran Cfp®
Colleague at Curran Financial Partners
Charleston, South Carolina, United States, United States
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MB
Michael Baer
Colleague at Curran Financial Partners
Charleston, South Carolina, United States, United States
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Kat Mckee education
Master Of Business Administration (Mba), Finance
Bachelor Of Arts, International Affairs
Finance, Computer Science
College Preparatory, Business
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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