Kelli Mcleod

Kelli Mcleod Email and Phone Number

Marketing Manager and Client Relations Specialist at Ark Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC @ Ark Wealth Management
Kelli Mcleod's Location
Greater Colorado Springs Area, United States
Kelli Mcleod's Contact Details

Kelli Mcleod work email

Kelli Mcleod personal email

n/a
About Kelli Mcleod

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Kelli Mcleod's Current Company Details
Ark Wealth Management

Ark Wealth Management

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Marketing Manager and Client Relations Specialist at Ark Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC
Kelli Mcleod Work Experience Details
  • Ark Wealth Management
    Marketing Manager
    Ark Wealth Management Aug 2024 - Present
    Tacoma, Washington, United States
  • Indigo Marketing Agency
    Director Of Client Services
    Indigo Marketing Agency Sep 2021 - Aug 2024
  • Indigo Marketing Agency
    Onboarding Account Manager, Customer Service
    Indigo Marketing Agency Mar 2019 - Sep 2021
    Indigo Marketing Agency is a full service marketing consulting firm serving financial advisors nationwide.
  • Independent Contractor
    Virtual Assistant
    Independent Contractor Feb 2019 - Sep 2021
    Job duties include, but not limited to: - Administrative support including email and contact management- Social Media Marketing- Content editing and proofreading- Personal Assistance -LinkedIn Messaging-Manages calendars and schedules
  • Stp Housing Solutions
    Ccip Program Manager And Independent Consultant
    Stp Housing Solutions Mar 2019 - Feb 2020
    Works with local managers, vendors and apartment complexes to ensure the best possible living experience for international students while ensure their apartments are kept in great condition during the students' stay. In addition to ensuring local managers perform regular inspections of units, this role requires coordinating vendors and furnishings for the apartments, maintaining strong communication with the apartment communities, keeping on top of deadlines, along with invoice payments. Additional duties include coordinating apartment breakdowns and set-ups along with aiding in annual orientation preparation.
  • 4Stay
    Housing Director
    4Stay Sep 2016 - Apr 2017
    Arlington, Va
    Housing director for an innovative start-up in the Washington, D.C. area. 4stay is the destination for students looking for off-campus housing. We are creating new possibilities for our students, hosts and cities by transforming the online marketplace for student housing rentals. We exist to create a better life for students by offering affordable homes in order to help as many students as possible focus on their studies and advance their careers. As Housing Director, I wear many hats including host recruitment, overseeing our internship program, content editor and contributor, website product review, office admin duties, and more while continuing my position as Housing Director for our sister company - STP Housing Solutions.
  • Stp Housing Solutions
    Housing Director
    Stp Housing Solutions Apr 2016 - Apr 2017
    Arlington, Va
    Housing Director specializing in providing furnished apartments for International Students. As Housing Director, Kelli ensured students coming to the United States have an optimal experience by not having to worry about procuring their own housing and furniture rental. Kelli managed student housing in several states throughout the U.S. She directs local managers in several states to aid in the process of setting up apartments and maintaining a high level of care in the apartments. From procuring apartments, to supplying each unit with the essentials - furniture, household goods and utilities - to welcoming students with a two-part orientation, Kelli was hands on at all times. She performed regular inspections of her units in her state and directs the local managers in other states to do the same. She keeps a professional manner while working with several agencies to ensure STP meets all the housing needs for their students. Kelli created an employee manual for her successors.
  • Horizon Corporate Housing, Llc.
    Assistant Manager
    Horizon Corporate Housing, Llc. Sep 2011 - Jun 2014
    Clarksville, Tn
    Horizon Corporate Housing specializes in short-term, fully furnished apartment rentals in the Clarksville, TN area. Job duties included: negotiating, preparing and executing rental agreements with tenants, customer service and clerical duties, invoice production and payment processing, coordination of vendors for apartment set ups and break downs, work directly with property managers for both Horizon Corporate Housing and its sister company, Horizon Realty and Management, LLC. Attended monthly luncheons with local apartment community property managers and Fort Campbell Army housing office.
  • Northwest Fabricators, Inc.
    Customer Service
    Northwest Fabricators, Inc. Mar 2010 - Nov 2010
    Customer Service and Administrative duties, including, but not limited to, creating work orders and change orders, assistance to sales and production teams, client support, marketing and communications.
  • First Command Financial Planning
    Client Call Specialist
    First Command Financial Planning Dec 2009 - Jun 2010
    Customer service including filling advisor's calendar with appointments, notifying clients of changes to their accounts and/or options to change or add to their policies.
  • Raisbeck Engineering
    Sales Administrator
    Raisbeck Engineering Jun 2007 - May 2009
    I work in the sales and marketing department of this aerospace engineering firm that designs products for King Air and Learjets. I work directly with our dealer base and am the main contact for all shows and conventions.
  • David'S Bridal
    Bridal And Non-Bridal Consultant
    David'S Bridal Sep 2005 - May 2007
    Work with brides, bridal parties, and special occassion clients to find everything they need for their event
  • Shared Housing Services
    Intern
    Shared Housing Services Sep 2006 - Apr 2007
    I was their Public Relations intern who focused a lot on the planning of their annual Bowl-A-Thon. I developed several marketing pieces including brochures and flyers for their use.

Kelli Mcleod Skills

Event Planning Customer Service Marketing Public Speaking Microsoft Office Nonprofit Organizations Public Relations Leadership Fundraising Social Media

Kelli Mcleod Education Details

Frequently Asked Questions about Kelli Mcleod

What company does Kelli Mcleod work for?

Kelli Mcleod works for Ark Wealth Management

What is Kelli Mcleod's role at the current company?

Kelli Mcleod's current role is Marketing Manager and Client Relations Specialist at Ark Wealth Management, A financial advisory practice of Ameriprise Financial Services, LLC.

What is Kelli Mcleod's email address?

Kelli Mcleod's email address is k_****@****ast.net

What schools did Kelli Mcleod attend?

Kelli Mcleod attended Pacific Lutheran University, Stellenbosch University.

What are some of Kelli Mcleod's interests?

Kelli Mcleod has interest in Event Planning, International Travel, Real Estate, Dance, Baseball, Hiking, Marketing And Public Relations.

What skills is Kelli Mcleod known for?

Kelli Mcleod has skills like Event Planning, Customer Service, Marketing, Public Speaking, Microsoft Office, Nonprofit Organizations, Public Relations, Leadership, Fundraising, Social Media.

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