Erin Monheim Email & Phone Number
Relationship Manager @ Kennedy Financial Services
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Erin Monheim Location
- Phoenix, AZ, US
Erin Monheim Work
- Relationship Manager @ (March 2025 - Present)
- Director of Investor Success @ (June 2024 - September 2024)
- Director of Investor Relations @ (April 2022 - June 2023)
- Senior Analyst, Investor Relations @ (November 2019 - April 2022)
- Operations and Investor Relations Manager @ (October 2017 - November 2019)
- Client Services Manager @ (March 2016 - October 2017)
- Client Services Representative @ (December 2013 - March 2016)
- Client Services Representative @ (July 2013 - March 2016)
- Team Leader @ (November 2011 - March 2013)
- Multiple Line Representative @ (February 2008 - October 2011)
- Office Representative @ (August 2006 - February 2008)
- Merchant Teller @ (August 2003 - August 2006)
Erin Monheim Education
- Pasadena City College
Erin Monheim Skills
- Enterprise Software
- Financial Technology
- Interpersonal Skills
- Project Management
- Organization Skills
- Mentoring
- Finance
- Relationship Building
- Office Administration
- Customer Support
- Insurance
- Problem Solving
- Interpersonal Communication
- Financial Services
- Financial Instruments
- Onboarding
- Financial Goals
- Investments
- Real Estate
- Customer Retention
- Client Services
- Communication
- Customer Service Management
- Attention to Detail
- Sales Operations
- Leadership
- Analytical Skills
- Market Analysis
- Time Management
- Relationship Development
- Investor Presentations
- Financial Analysis
- Customer Relationship Management (CRM)
- Customer Service
- Outlook
- Microsoft Word
- Marketing
- Customer Satisfaction
- Public Speaking
- Event Planning
- Strategic Planning
- Community Outreach
- Research
- Microsoft Excel
- Nonprofits
- Public Relations
- Microsoft Office
- PowerPoint
- Sales
- Event Management
Erin Monheim Summary
- Erin Monheim, based in Phoenix, AZ, US, is currently a Relationship Manager at Kennedy Financial Services. Erin Monheim brings experience from previous roles at Hearthfire Capital, Sterling Rhino Capital, PENNYMAC and KCB Management, LLC. Erin Monheim holds a Pasadena City College. With a robust skill set that includes Enterprise Software, Financial Technology, Interpersonal Skills, Project Management, Organization Skills and more. Erin Monheim has 1 emails and 2 mobile phone numbers on RocketReach.
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