Kelly Campbell Email & Phone Number

Denver, Colorado, United States

Greater Denver Area

• Overseeing the production of complex RFPs/RFIs/DDQs from beginning stages to client deliveryo Expertise in managing many deadlines that fall closely together while also managing the completion of longer-term projectso.
• Exposure to a diverse set of departments within the firm including product, legal, compliance, operations, distribution, analyticso Allowing for efficiency in gaining information on a variety of topics relevant to a.

• Effectively managed multiple territories to achieve and surpass sales goalso Internal contact for Minnesota and Indiana financial advisors interested in managing a business’s 401k plan
• Proficient with salesforce platform for contact and data management and tracking purposes
• Underwent formal sales technique training to allow for more effective call and email campaigns to drive sales
• Balanced diverse job functions in efficient mannero Administrative roles for plan set-up and maintenance and call campaigns to build new business

• First point of contact for shareholders and financial advisors in national call center settingo Assisted with various product types including nonqualified mutual fund accounts and retirement plan products
• Strengthened knowledge of mutual fund products and the financial services industry by connecting with associates on the sales team and conducting my own research
• Worked on an outbound call campaign to prevent client accounts from being deemed abandoned by their respective stateso Kept over 7 million dollars in assets from being seized
• Strong knowledge of internal computer systems and efficient navigation of such in a dynamic environment
• Strengthened ability to not only work with direct teammates and support staff, but also to work efficiently with associates in other departments in order to gain the best results possible.