Megan Kiel

Megan Kiel Email and Phone Number

Vice President of Operations at Integrated Equity Management @ Integrated Equity Management
bloomington, minnesota, united states
Megan Kiel's Location
St Paul, Minnesota, United States, United States
Megan Kiel's Contact Details

Megan Kiel personal email

n/a
About Megan Kiel

Megan Kiel is a Vice President of Operations at Integrated Equity Management at Integrated Equity Management.

Megan Kiel's Current Company Details
Integrated Equity Management

Integrated Equity Management

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Vice President of Operations at Integrated Equity Management
bloomington, minnesota, united states
Website:
integratedequity.net
Employees:
15
Megan Kiel Work Experience Details
  • Integrated Equity Management
    Vice President Of Operations
    Integrated Equity Management Jun 2023 - Present
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  • Allianz Life
    Operations Technical Manager
    Allianz Life Nov 2022 - Jun 2023
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  • Allianz Life
    Operations Controls Consultant
    Allianz Life Jul 2021 - Nov 2022
    Assessed control effectiveness for producer commission and contracting team
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  • Best Buy
    Senior Analyst, Omnichannel Ops And Services
    Best Buy Dec 2019 - Mar 2021
    Minneapolis, Minnesota
    Determined sales floor labor hours to allocate each week to roughly 1,000 retail stores, considering company financial impact, sales trends, promotions, and regional store characteristics
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  • Advisor Group
    Project Analyst
    Advisor Group Jul 2019 - Dec 2019
    Completed data analysis for multiple work streams across all operational areas of the broker/dealer, determining and communicating impacts related to process changes to both the business and end customer
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  • Questar Capital & Questar Asset Management
    Operations Commissions Manager Supporting Financial Advisors
    Questar Capital & Questar Asset Management Sep 2017 - Jul 2019
    I led a team of operations professionals and ensured timely and accurate processing of financial advisor commissions
  • Questar Capital Corporation
    Director Of Sales
    Questar Capital Corporation Apr 2016 - Aug 2017
    Established relationships with nearly 200 registered representatives, building rapport in order to drive territory sales and participation in company calls and events
  • Allianz Life
    Internal Wholesaler
    Allianz Life Jul 2015 - Apr 2016
    Positioned the sale of variable and fixed index annuities to financial advisors using industry and company knowledge in partnership with an external wholesaler partner
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  • Ameriprise Financial Services, Inc.
    Clearing Services Professional - Alternative Investments
    Ameriprise Financial Services, Inc. Feb 2015 - Jul 2015
    Assisted with alternative investment listing events, and updated position values for non-traded holdings
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  • Questar Capital Corporation
    Transition Specialist
    Questar Capital Corporation Sep 2012 - Feb 2015
    Assisted with registered representative onboarding process, including business transition. Updated and created new forms for business use, and provided analysis of trends in workload, recruiting and errors
  • Questar Capital Corporation
    Brokerage Operations Representative
    Questar Capital Corporation Oct 2011 - Sep 2012
    Established new client brokerage accounts utilizing clearing firm portal and communicated paperwork missing requirements with registered representatives
  • Questar Capital Corporation
    Commissions Representative
    Questar Capital Corporation Jun 2011 - Oct 2011
    Ensure timely and accurate processing of registered representative commission payments
  • Wells Fargo Institutional Retirement And Trust
    Retirement Services Representative
    Wells Fargo Institutional Retirement And Trust Jul 2010 - Mar 2011
    Handled phone calls from 401(k) plan participants, discussing plan rules and providing technology assistance as needed

Megan Kiel Education Details

Frequently Asked Questions about Megan Kiel

What company does Megan Kiel work for?

Megan Kiel works for Integrated Equity Management

What is Megan Kiel's role at the current company?

Megan Kiel's current role is Vice President of Operations at Integrated Equity Management.

What is Megan Kiel's email address?

Megan Kiel's email address is me****@****ife.com

What schools did Megan Kiel attend?

Megan Kiel attended University Of Minnesota.

Who are Megan Kiel's colleagues?

Megan Kiel's colleagues are Charley Stewart, Cfp®, Ted Smith, Rhu, Clu, Chfc, Cltc, Tim Smith.

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