2015 -2018 Vice President | Wealth Planning Consultant @
2012 -2015 Vice President | Wealth Channel Development Advisor @
2011 -2012 Trust Officer | Financial Planner @
2010 -2010 AVP | Trust Advisor @
2007 -2010 Asst. Vice President | Relationship Advisor @
2000 -2006 Financial Planner and Franchise Owner @
Eileen Kane Education
Ashland University
MBA
Miami University
BS
Eileen Kane Skills
Donations
Certified Financial Planner
Policy
Transitions
Design
Entrepreneurship
Financial Metrics
Insurance Planning
Meetings
Launching
Proposal Writing
Nursing
Management
Reports
Cdia
Resume
Payroll
Ohio
Franchising
Surgery
Risk Management
Client Services
Software
Sourced
Strategy
Financial Education
Business Alignment
Project
Miami
Market Planning
Home Care
Business Administration
Business Services
Science
Fiduciary
Teaching
Accounting
Wealth Management
Georgia
Classroom
Tax Returns
PC
Banking
Apparel
Project Management
Internal Audit
Microsoft Excel
Time Management
Execution
Proven Leader
Development
Net
System
Communication
Large Volume
Forecasting
Credit Analysis
Asset Allocation
Financial Advisory
Private Clients
Trust
Pinnacle
Accounts Receivable
Medicine
Investments
Customer Retention
Variance Analysis
Websites
Budgets
Analysis
Business Development
Prototype
Yahoo
Monitors
Interviews
Atlanta
Valuation
PMO
Document Management
Financial Services
Acknowledgements
Cardiac
Consulting
Registered Nurses
Hospitals
Calling
Cross Selling
Sales
Retail
Data Recovery
Invoicing
Account Reconciliation
Wholesale
Cultivating
Customer Acquisition
Overdrafts
Consideration
Financial Goals
Revenue
Offerings
ICU
Compliance
Business Expansion
Financial Analysis
Finance
Shelter
Community
Foundation
Internal Controls
Philosophy
Business Lines
Deloitte
Market
Qualifying Prospects
Implementing Systems
Wealth
Mutual Funds
C
Rate
Customer Service
Insurance
Data Analysis
Quality Management
Requirements Gathering
Solution
Assurance
Financials
Amd
Voice
Sales Presentations
Client Meetings
Operations
Portfolio Management
Marketing
Training
Data Collection
Project Planning
Reviews
Investment Research
CompTIA
Client Contact
Business Planning
Organizational Structure
Eileen Kane Summary
Eileen Kane, based in Atlanta, GA, US, is currently a Vice President, Senior Client Relationship Specialist at Capital Group Private Client Services. Eileen Kane brings experience from previous roles at SunTrust, PNC, First Citizens Bank & Trust of South Carolina and PNC Bank. Eileen Kane holds a MBA @ Ashland University. With a robust skill set that includes Donations, Certified Financial Planner, Policy, Transitions, Design and more. Eileen Kane has 2 emails and 1 mobile phone numbers on RocketReach.
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