Katy Kappius

Katy Kappius Email and Phone Number

Chief Operating Officer @ Traction Financial Partners
Littleton, CO, US
Katy Kappius's Location
Littleton, Colorado, United States, United States
Katy Kappius's Contact Details
About Katy Kappius

Passionate about optimizing financial landscapes and driving operational efficiency, I proudly serve as the Chief Operating Officer at Traction Financial Partners. With a rich background in financial services spanning over 10 years, I lead strategic initiatives that propel our firm to new heights.

Katy Kappius's Current Company Details
Traction Financial Partners

Traction Financial Partners

View
Chief Operating Officer
Littleton, CO, US
Katy Kappius Work Experience Details
  • Traction Financial Partners
    Chief Operating Officer
    Traction Financial Partners
    Littleton, Co, Us
    View
  • Traction Financial Partners
    Chief Operating Officer
    Traction Financial Partners Oct 2023 - Present
    Littleton, Colorado, United States
    View
  • Traction Financial Partners
    Director Of Client Services
    Traction Financial Partners Jan 2018 - Oct 2023
    Littleton, Colorado, United States
    - Oversee all aspects of client services, ensuring exceptional service delivery and client satisfaction.- Develop and implement comprehensive strategies to meet client needs, foster long-term relationships, and drive revenue growth.- Collaborate with cross-functional teams to optimize business operations, streamline processes, and enhance overall efficiency.- Develop and execute marketing initiatives to increase brand visibility and attract new clients.- Ensure compliance with industry regulations and internal policies, maintaining a strong focus on risk management.- Foster a culture of continuous improvement, implementing best practices and innovative solutions.
    View
  • Northwestern Mutual
    Associate Financial Advisor
    Northwestern Mutual Feb 2017 - Jan 2018
    Boulder, Co
    View
  • Tiaa
    Financial Services Consultant
    Tiaa Jul 2016 - Jan 2017
    Greater Denver Area
    View
  • Northwestern Mutual
    Associate Financial Representative
    Northwestern Mutual Apr 2013 - Jun 2016
    Denver, Co
    - Assist a top producing Financial Representative with managing his personal practice. Tasks include client service on insurance and investments, underwriter communication, client follow up, scheduling, and overall management of representative’s practice. - Coordinate and schedule high activity calendar with precision and accuracy- Hire and direct employee independently in order to help increase efficiency within the practice- 2015 Commitment to Excellence Award winner
    View
  • Northwestern Mutual
    Recruiting Coordinator
    Northwestern Mutual Dec 2012 - May 2013
    - Assisted recruiting and development team with tasks to bring in new full time financial representatives and interns. - Tasks included interview preparation, scheduling and calendar management, and finding prospective representatives.
    View

Katy Kappius Skills

Customer Service Management Social Media Entrepreneurship Microsoft Office Sales Time Management Leadership Marketing

Katy Kappius Education Details

Frequently Asked Questions about Katy Kappius

What company does Katy Kappius work for?

Katy Kappius works for Traction Financial Partners

What is Katy Kappius's role at the current company?

Katy Kappius's current role is Chief Operating Officer.

What is Katy Kappius's email address?

Katy Kappius's email address is ka****@****ail.com

What is Katy Kappius's direct phone number?

Katy Kappius's direct phone number is +130390*****

What schools did Katy Kappius attend?

Katy Kappius attended Metropolitan State University Of Denver.

What are some of Katy Kappius's interests?

Katy Kappius has interest in Florist, Magnolia Market, Margaret Koning Photography, Rylee And Cru, Community, Baby And Children's Clothing Store, Home Decor, Keds, 5280 Magazine, Tddesign.

What skills is Katy Kappius known for?

Katy Kappius has skills like Customer Service, Management, Social Media, Entrepreneurship, Microsoft Office, Sales, Time Management, Leadership, Marketing.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.