Kimberly Legary

Kimberly Legary Email and Phone Number

Client Services Director @ inSOURCE Financial Advisors
Omaha, NE, US
Kimberly Legary's Location
Omaha, Nebraska, United States, United States
Kimberly Legary's Contact Details

Kimberly Legary personal email

Kimberly Legary phone numbers

About Kimberly Legary

Kimberly Legary is a Client Services Director at inSOURCE Financial Advisors. She possess expertise in sales, marketing, leadership, development of promotional materials, negotiation and 14 more skills.

Kimberly Legary's Current Company Details
inSOURCE Financial Advisors

Insource Financial Advisors

View
Client Services Director
Omaha, NE, US
Employees:
19
Kimberly Legary Work Experience Details
  • Insource Financial Advisors
    Client Services Director
    Insource Financial Advisors
    Omaha, Ne, Us
  • Insource Financial Advisors
    Associate Financial Professional
    Insource Financial Advisors Sep 2022 - Present
    La Vista, Nebraska, United States
  • Feltz Wealthplan
    Senior Financial Services Associate
    Feltz Wealthplan Sep 2020 - Sep 2022
    Omaha, Nebraska, United States
  • Td Ameritrade
    Asset Transfer Services Specialist
    Td Ameritrade Apr 2019 - Sep 2020
    Omaha, Nebraska, United States
  • Td Ameritrade
    Investor Services Representative
    Td Ameritrade Mar 2018 - Apr 2019
    Omaha, Ne
  • Nylife Securities Llc
    Registered Representative
    Nylife Securities Llc Feb 2016 - Mar 2018
    West Des Moines, Ia
    Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
  • New York Life Insurance Company
    Agent
    New York Life Insurance Company Sep 2015 - Mar 2018
    4900 University Ave., Ste 225, West Des Moines, Ia 50266
    Agent licensed to sell insurance through New York Life Insurance Company.
  • Advanced Landscape Solutions, Inc.
    Landscape Designer/Office Manager
    Advanced Landscape Solutions, Inc. Apr 2006 - Sep 2015
    Urbandale, Iowa Area
    Realtime CAD, 3-D design views and models, created and manage company website, create all promotional materials, manage all digital social media, team and office management, payroll, quickbooks software, word, excel, powerpoint, promotional videos, computer technical support,
  • Kraft Foods
    Sales Representative
    Kraft Foods 1996 - 2006
    Des Moines, Iowa
    customer management, product sales, customer service
  • Lane Bryant
    Store Manager
    Lane Bryant 1993 - 1996
    Des Moines, Iowa
    manage all store functions, scheduling, hiring, managed sales team and sales goals.

Kimberly Legary Skills

Sales Marketing Leadership Development Of Promotional Materials Negotiation Social Media Marketing Microsoft Office Account Management New Business Development Sales Management Office Management Landscape Design Product Development Design Web Design Retail Sales Logo Design Quickbooks Life Insurance

Kimberly Legary Education Details

  • Iowa State University
    Iowa State University
    Fashion Merchandising
  • Indian Hills Community College
    Indian Hills Community College
    Art/Art Studies, General

Frequently Asked Questions about Kimberly Legary

What company does Kimberly Legary work for?

Kimberly Legary works for Insource Financial Advisors

What is Kimberly Legary's role at the current company?

Kimberly Legary's current role is Client Services Director.

What is Kimberly Legary's email address?

Kimberly Legary's email address is ki****@****ade.com

What is Kimberly Legary's direct phone number?

Kimberly Legary's direct phone number is +151598*****

What schools did Kimberly Legary attend?

Kimberly Legary attended Iowa State University, Indian Hills Community College.

What skills is Kimberly Legary known for?

Kimberly Legary has skills like Sales, Marketing, Leadership, Development Of Promotional Materials, Negotiation, Social Media Marketing, Microsoft Office, Account Management, New Business Development, Sales Management, Office Management, Landscape Design.

Who are Kimberly Legary's colleagues?

Kimberly Legary's colleagues are Bret Klabunde, Laurie Brown, Bryan Holen, Bob Morrow, Connor Mabry, John T. Seberger, John Loudon.

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