Leone Kadam Email & Phone Number

Bellevue, Wa, Us

Bellevue, Wa, Us

Seattle, Washington, United States

Bellevue, Washington, United States

We are a small anime merchandise store that opens bi-annually! Run by 2 co-founders with 8 managing partners. We are proud to be a diverse firm comprised of artists and management from all walks of life.Specific Responsibilities:✦ Handled Instagram and Twitter marketing for the storefront's opening; garnered & maintaining 2,000+ followers across both platforms over 10+ weeks. ✦ Created material for the social media platforms and studied their algorithms to increase interactions… Show more We are a small anime merchandise store that opens bi-annually! Run by 2 co-founders with 8 managing partners. We are proud to be a diverse firm comprised of artists and management from all walks of life.Specific Responsibilities:✦ Handled Instagram and Twitter marketing for the storefront's opening; garnered & maintaining 2,000+ followers across both platforms over 10+ weeks. ✦ Created material for the social media platforms and studied their algorithms to increase interactions with the storefront's page. Increased digital traffic by nearly 5,000+ visitors every day during opening.✦ Helped manage the accounting, financing, shipping, & organization of the storefront in pre- and post-production; created a mass organization page to keep track of orders outside of the website.✦ Learned WooCommerce/WordPress and developed a website from scratch alongside a professional web developer. Managed assets for the website, reviewed bugs within the coding, and ensured the customer-facing side looked clean & professional.✦ Managed the hiring and vetting process for guest artists and partners. Overtook legal insight and applied for 2 trademarks for firm. Established LLC procedures when transitioning to WA as legal base.✦ Handled all financial organization & consolidation of accounts to ensure a streamlined process for Payroll, Taxes, & other operational management pieces. Show less

Bellevue, Washington, United States

✦ Worked closely with Emily Weed, MS, CFP®, Megan Hannah, CFA, and Michael Smith, CPWA®in collecting & analyzing client data for use in developing & presenting financial plans. Delivered financial planning advice for high net-worth individuals (2.5M+ USD)✦ Actively pursued CFP® designation as a candidate through education with New York University to formulate holistic & comprehensive financial plans for clients.✦ Prepared slides for Client Proposals & Annual Review meetings. Coordinated… Show more ✦ Worked closely with Emily Weed, MS, CFP®, Megan Hannah, CFA, and Michael Smith, CPWA®in collecting & analyzing client data for use in developing & presenting financial plans. Delivered financial planning advice for high net-worth individuals (2.5M+ USD)✦ Actively pursued CFP® designation as a candidate through education with New York University to formulate holistic & comprehensive financial plans for clients.✦ Prepared slides for Client Proposals & Annual Review meetings. Coordinated post-meeting follow-ups, assisted in the end-to-end client onboarding & account opening processes.✦ Provided top-quality customer service, including bridging interactions between clientele & relevant team members. Developed rapport with existing / new clientele and fostered long-term relationships on behalf of the Advisors / Financial Planners.✦ Managed client data in RedTail CRM, eMoney, Orion, and other financial planning tools. Show less

✦ Worked with Provisio Wealth Advisors under Joseph Montgomery & Kathy Sanchez, CLU, ChFC.✦ Prepared Mid-Year, EOY, & YTD reports for clientele.✦ Acted as Northwestern Mutual Investment Services (NMIS) Operational support in onboarding, establishing, & servicing retail investor accounts.✦ Acted as a Client Relationship Manager between the WMFAs & clients.

✦ Self-started financial practice with 10+ clientele within 6 months; brought 1M+ USD under wealth management.✦ Conducted holistic financial planning for clients in the areas of insurance, investment services, employee benefits, business planning, education funding, retirement planning, asset protection, and more.✦ Helped clients achieve their needs and goals by delivering top-tier financial strategies that require attention to detail.✦ Utilized Microsoft Excel, Outlook, and CRM for… Show more ✦ Self-started financial practice with 10+ clientele within 6 months; brought 1M+ USD under wealth management.✦ Conducted holistic financial planning for clients in the areas of insurance, investment services, employee benefits, business planning, education funding, retirement planning, asset protection, and more.✦ Helped clients achieve their needs and goals by delivering top-tier financial strategies that require attention to detail.✦ Utilized Microsoft Excel, Outlook, and CRM for optimal client portfolios. Show less

Seattle, Washington, United States

✦ Prepared top-tier financial plans for clientele using PX software, utilizing client data to understand their financial health and prepare recommendations on behalf of the financial advisors on my team.✦ Took ownership of new clientele and helped build relationships with existing clientele. Acted as NMIS operational support to onboard new clients, track the asset pipeline in CRM, and process all investment paperwork.✦ Took ownership of pre-underwriting and underwriting on behalf of… Show more ✦ Prepared top-tier financial plans for clientele using PX software, utilizing client data to understand their financial health and prepare recommendations on behalf of the financial advisors on my team.✦ Took ownership of new clientele and helped build relationships with existing clientele. Acted as NMIS operational support to onboard new clients, track the asset pipeline in CRM, and process all investment paperwork.✦ Took ownership of pre-underwriting and underwriting on behalf of clientele for LI (Universal, Variable, Permanent, Term), DI (NCDI, GRDI), & LTC (LTA) products.✦ Ran performance reports in Envestnet, Morningstar, NMCIR, and Y-Charts.✦ Contacted clients on behalf of the financial advisors to develop investment plans and provide technical explanations where necessary. Show less

Seattle, Washington, United States

✦ Project leadership of the Book of Lists and all special publications between March 2023 to June 2023, such as Business of Pride, Corporate Citizenship, and Women of Influence. Emailed List makers to sell PSBJ products, such as Logo Advertisements.✦ Assisted with events as operational support, such as registration and preparation for in-person setup. ✦ Developed competitive lead lists for the Sales team, comprising of healthcare leaders, list makers, and more.✦ Used Power BI to… Show more ✦ Project leadership of the Book of Lists and all special publications between March 2023 to June 2023, such as Business of Pride, Corporate Citizenship, and Women of Influence. Emailed List makers to sell PSBJ products, such as Logo Advertisements.✦ Assisted with events as operational support, such as registration and preparation for in-person setup. ✦ Developed competitive lead lists for the Sales team, comprising of healthcare leaders, list makers, and more.✦ Used Power BI to understand attendee analytics. Composed wrap-up reports and program recaps for current sponsors to encourage future sponsorships.✦ Worked with the Marketing team to brainstorm new sales programs, developed strategy proposals, and performed valuable market research to understand PSBJ's audience. ✦ Sat in on editorial meetings to understand the journalism side of the business.✦ Cleaned up Salesforce contacts and data management of accounts.✦ Acted as the Social Media manager, understanding the audience of their Instagram through utilizing Instagram's Data Analytics and forming new marketing strategy for the entire year. Show less

Bellevue, Washington, United States

Carnation, Washington, United States

Seattle, Washington, United States

Seattle, Washington, United States

Issaquah, Washington, United States

Certificate Of Financial Planning (Cfp®), Financial Planning And Services

Bachelor Of Business Administration - Bba, Minor In International Cultural & Ethnic Studies, Marketing Analytics, Sales, & Finance, 3.4+

✦ Direct Admit to the UW Foster School in 2020; Dean's List honouree (F'23, W'23, SUM'23) ✦ Jack and Ann Rhodes Professional Sales.

Business Administration And Management, General, 3.9

✦ Co-Leader of the SOAR (Students Organized Against Racism) team | September 2018 - June 2020 ✦ As part of the SOAR team, worked.