Kellie Morlock

Kellie Morlock Email and Phone Number

Solution provider - music & financial services @ Edward Jones
Half Moon Bay, CA, US
Kellie Morlock's Location
Half Moon Bay, California, United States, United States
About Kellie Morlock

Licensed and registered financialservices professional with experience in marketing, communications, sales and singing. Excel in helping focus on & attain financial goals, education, marketing and communication, helping grow financial planning branch for over ten years and over 15 years in mortgage industry sales. Obtained my MBA from University of Southern California, BA from University of California, Berkeley, Series 7 & 66, & California insurance license. Also sing with Oakland Interfaith Gospel Choir and independently.Specialties: Financial services, marketing, promotions sales.

Kellie Morlock's Current Company Details
Edward Jones

Edward Jones

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Solution provider - music & financial services
Half Moon Bay, CA, US
Kellie Morlock Work Experience Details
  • Edward Jones
    Edward Jones
    Half Moon Bay, Ca, Us
  • Living Jazz
    Member Board Of Trustees
    Living Jazz Apr 2024 - Present
    Oakland, Ca, Us
    Board Member & Finance Committee Chair for non-profit organization transforming lives through music.
  • Edward Jones
    Registered Branch Associate
    Edward Jones 2012 - Present
    St. Louis, Mo, Us
    Manage financial services office for Financial Advisor Chris Devcich. Obtained Series Seven license. Manage financial affairs for over 300 families.Current BOA Key Leader for the region, and former regional mentor coordinator, supporting professional development of fellow Client Service Support members.
  • Oakland Interfaith Gospel Choir
    Soprano
    Oakland Interfaith Gospel Choir 2007 - Present
    Choir member, ensemble member and soprano section leader. Have also assisted in producing & promoting choir concerts in Half Moon Bay.
  • Coastal Repertory Theatre
    Marketing And Publicity Consultant
    Coastal Repertory Theatre 2010 - Feb 2015
    Participating on the marketing committee for the theatre to expand the marketing and PR outreach within the community.
  • Kellie Morlock
    Marketing Consultant
    Kellie Morlock Jan 2010 - Feb 2012
    Specializing in even marketing and promotions.
  • Chestnut Mortgage, Inc.
    Mortgage Advisor
    Chestnut Mortgage, Inc. Jan 2009 - Apr 2010
    Real estate finance advisory firm, assisting clients with finding the mortgage that best fits their financial goals.Conventional conforming, Jumbo, FHA and everything in between.
  • Palo Alto District Of Silvar
    Co-Chair
    Palo Alto District Of Silvar Jan 2009 - Dec 2009
    Also held this position in 1996.
  • Adamarc Financial Co., Inc.
    Senior Mortgage Consultant
    Adamarc Financial Co., Inc. Oct 2007 - Jun 2009
    Providing home loans from a variety of top tier lenders with some of the top producers in the industry.
  • Countrywide
    Mortgage Consultant
    Countrywide Feb 2005 - Oct 2007
    Charlotte, Nc, Us
    Originated home loans
  • Wells Fargo Home Mortgage
    Private Mortgage Banker
    Wells Fargo Home Mortgage Mar 2003 - Feb 2005
    San Francisco, California, Us
    Originated and underwrote home loans
  • Wells Fargo Home Mortgage
    Private Mortgage Banker
    Wells Fargo Home Mortgage 2003 - 2005
    San Francisco, California, Us
    Originated and underwrote home loans
  • Dasar Conferences
    Marketing Director
    Dasar Conferences Nov 2000 - Dec 2002
    Managed all aspects of marketing, public relations and corporate communications for company producing international business events for the information and communications technology (ITC) sectors in Europe, Asia and the US, including ETRE, the European Technology Roundtable Exhibition, the company's signature event for over 12 years.Write and produce all corporate and conference marketing materials and campaigns; contract with print and design vendors.Manage and implement all public relations efforts internally and with outside agencies; successfully reduced PR budget from $30,000 to $1,000 per month with an increase in press coverage.Create and maintain content, look and feel of corporate and conference web sites.Assist with sales management and execution of conference sponsorships and attendance.
  • Cunningham Communication
    Public Relations Associate
    Cunningham Communication Feb 2000 - Sep 2000
    Delivered public relations for HP's e-Services division, leading Internet and communications strategies.Planned, created and implemented announcements covering multiple HP divisions and HP alliances. Wrote and edited news releases, FAQs, key messages and executive speaking points. Pitched stories to and built relationships with press. Briefed executives and staffed media interviews. Managed trade show activities and PR event logistics.Developed strategic public relations campaigns in conjunction with corporate and divisional marketing objectives.Produced and researched announcements in the businesses of mobile and wireless, Internet infrastructure, B2B portals, supply chain technologies, Internet quality of service applications and telecommunications. Liaison with sales and marketing executives at HP and with partner companies such as Yahoo, Genuity, Sprint, Everypath, Talk2, SpinCircuit, ECnet, SmartServe and Circadence.Mentored teammates' development of public relations and event management skills
  • Foxstar Productions/Van Ness Films (Affiliates Of Fox Tv Studios)
    Marketing And Publicity Director
    Foxstar Productions/Van Ness Films (Affiliates Of Fox Tv Studios) Jul 1998 - Feb 1999
    Managed and coordinated all marketing and publicity efforts on every show produced, including A&E's Biography©, Fox Family Channel's Famous Families series and specials for AMC and syndication. Synchronized production team to create press kits and promotional materials. Chose artwork, copy, and incorporated company branding strategy in press releases, show synopses and fact sheets.Conceptualized promotional events for specific shows, including multi-media contest and press screening for Famous Families series, benefit screening for Doris Day's Biography© premier.Negotiated publicity needs and acted as liaison for talent, networks and media.Established company charity drive, planned and executed corporate communications and events.
  • Sharpe Public Relations And Marketing
    Account Executive
    Sharpe Public Relations And Marketing Aug 1997 - Jul 1998
    Developed and executed innovative public relations and marketing strategies for diverse client base. Clients and accounts included: Coca-Cola's 1998 Super Bowl Fanfest, Holiday Caravan and Ultimate BrainFreeze Challenge; The Colbert Festival and Celebrity Auction sponsored by French luxury goods companies on Rodeo Drive in Beverly Hills; My Home Gym children's fitness video; Culture for Kids event for I Have a Dream Foundation; Friends of Jackie Robinson Foundation celebrity benefit party; PolyGram Films' The Borrowers; CBS Saturday Morning children's block for Nelvana Communications.Created, composed and coordinated distribution of press kits, background and collateral materials.Communicated press releases and media alerts to national TV, radio, and print media.Negotiated and distributed proposals for national sweepstakes and sponsorship packages.Managed and executed national film promotional tour.Promoted from Intern to Account Executive in less than 5 months.
  • Comerica, Wells Fargo Bank & Weyerhaeuser Mortgage Co
    Regional Loan Consultant
    Comerica, Wells Fargo Bank & Weyerhaeuser Mortgage Co Jan 1990 - Jan 1997
    Responsible for business development, product marketing and sales, project management and customer service for residential real estate loans.Recognized by senior management for best performance in San Francisco and Peninsula region. Closed 90% of loans originated, $20 million annually.Created and conducted product marketing and business development presentations for associates and senior management.Represented companies at trade shows, consumer education and charity events.Conducted financial analysis to evaluate and enhance high net worth client financial portfolios.
  • Wherehouse Entertainment
    Retail Store Manager
    Wherehouse Entertainment Jan 1986 - Jan 1988
    Managed record and video stores

Kellie Morlock Skills

Marketing Marketing Communications Sales Mortgage Lending Direct Sales Promoting Events

Kellie Morlock Education Details

  • Usc Marshall School Of Business
    Usc Marshall School Of Business
    Entertainment
  • University Of California, Berkeley
    University Of California, Berkeley
    Mass Communications
  • Davis High
    Davis High

Frequently Asked Questions about Kellie Morlock

What company does Kellie Morlock work for?

Kellie Morlock works for Edward Jones

What is Kellie Morlock's role at the current company?

Kellie Morlock's current role is Solution provider - music & financial services.

What is Kellie Morlock's email address?

Kellie Morlock's email address is kl****@****ail.com

What is Kellie Morlock's direct phone number?

Kellie Morlock's direct phone number is +165027*****

What schools did Kellie Morlock attend?

Kellie Morlock attended Usc Marshall School Of Business, University Of California, Berkeley, Davis High.

What skills is Kellie Morlock known for?

Kellie Morlock has skills like Marketing, Marketing Communications, Sales, Mortgage Lending, Direct Sales, Promoting Events.

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