Kerri Chiodo Email and Phone Number
Kerri Chiodo phone numbers
Key Contributor & Effective Leader supporting accounting and financial functions in fast-paced and high-stress environments within a variety of industries. Experienced in overseeing complex internal audits, supervising staff members, implementing operational strategies, and leading both strategic and operational accounting functions. Equipped with a significant ability to maintain high levels of efficiency while simultaneously fostering a positive working environment.
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Chief Operating OfficerElevation Wealth Partners Llc May 2023 - PresentLong Island, New York
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Registered Client Service AssociateMerrill Lynch Dec 2017 - PresentLong Island, New York -
Office Manager/BookkeeperChristensens' Plumbing, Heating & Air Conditioning & Backflow Corp Of New York Sep 2003 - Dec 2017Centerport, NyOffice Manager/Bookkeeper • Direct day to day administrative and operational functions within a fast-paced environment with a focus on increasing productivity and operational efficiency• Oversee all bookkeeping tasks which includes reviewing and processing payroll, remitting payroll taxes, calculating sales tax, and processing accounts payable/receivable• Design and implement innovative strategies aimed at improving efficiency level in addition to ordering inventory and supporting special projects • Review financial data and generate comprehensive reports and schedule NYS DOH required backflow inspections of residential and commercial properties
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Client Services ManagerLazard Asset Management Mar 1998 - Apr 2000Greater New York City AreaOversaw an in-house marketing team within a successful asset management company which included supervising over 25 Client Service Associates, Marketing Associates, and support staff. Designed strategies aimed at obtaining new clients within the territory, maintained positive relationships with key accounts, and generated comprehensive marketing presentations. Played a lead role in organizing client events such as conventions and dinners. Worked closely with members of IT to develop marketing databases -
Client Service AssociateLazard Asset Management Apr 1995 - Mar 1998Greater New York City AreaAssisted Senior Vice Presidents in maintaining client relationships for Corporate Pension Funds and Endowments. Maintained accounting records and quarterly reports. Compiled presentation material and communicated with clients.
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Marketing AssociateLazard Asset Management Aug 1993 - Apr 1995Greater New York City AreaProvided support to senior vice presidents in marketing new clients through RFPs and presentations which required superior communications as well as expert level knowledge of the asset management industry. Worked with Corporate, Endowment, Public and Taft Hartley accounts.
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Marketing AssociateDean Witter Reynolds Inc. Oct 1991 - Aug 1993Greater New York City AreaProvided Account Executives nationally with product information to sell Dean Witter Asset Management Products. Updated management of Account Executives product usage and trained new employees. -
Administrative AssistantDean Witter Reynolds Inc. Aug 1990 - Oct 1991Greater New York City AreaHandle all administrative responsibilities for two Senior Vice Presidents in Dean Witter's Asset Management Group. Provided client information, communications, travel arrangements and product specific updates.
Kerri Chiodo Skills
Kerri Chiodo Education Details
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Finance, General
Frequently Asked Questions about Kerri Chiodo
What company does Kerri Chiodo work for?
Kerri Chiodo works for Merrill Lynch
What is Kerri Chiodo's role at the current company?
Kerri Chiodo's current role is Key Contributor & Effective Leader supporting accounting and financial functions in fast-paced high-stress environment.
What is Kerri Chiodo's direct phone number?
Kerri Chiodo's direct phone number is +163180*****
What schools did Kerri Chiodo attend?
Kerri Chiodo attended American University - Kogod School Of Business.
What skills is Kerri Chiodo known for?
Kerri Chiodo has skills like Marketing, Bookkeeping, Staff Management, Project Management, Realtionship Managment, Financial Reporting, Budgeting And Forecasting, Payroll And Payroll Taxes.
Who are Kerri Chiodo's colleagues?
Kerri Chiodo's colleagues are Joseph U Abiazie, Wayne Ramsey, Cfp®, Cepa ®, Cpfa ®, Ricardo Cruz, Mark Bobber, Bala Trichy Iyer, Mark Mueting, Troy Teitsma.
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