Kara Sheffel Email & Phone Number
Senior Account Executive @ Prodoscore
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Kara Sheffel Location
- Bridgewater, NJ, US
Kara Sheffel Work
- Senior Account Executive @ (October 2025 - Present)
- Senior Enterprise Account Executive @ (January 2024 - August 2025)
- Strategic Account Manager @ (November 2021 - January 2024)
- National Account Manager @ (June 2017 - November 2021)
- Internal Wholesaler for Mid Atlantic at First Eagle Investment Management @ (January 2015 - June 2017)
- Internal Wholesaler for New England @ (January 2014 - January 2015)
- Internal Wholesaler for Southern California, Hawaii and Nevada @ (January 2013 - January 2014)
- Internal Wholesaler for Western Ohio, Kentucky and West Virgina @ (July 2010 - January 2013)
- Sales and Marketing Coordinator-ck Brand @ (January 2009 - July 2010)
- Internal Regional Consultant @ (October 2007 - October 2008)
- Director of Investor Relations @ (May 2001 - October 2007)
Kara Sheffel Education
- Kean University
MBA (Global Management)
2006-2008 - Kean University
B.A (Finance)
1998-2003
Kara Sheffel Skills
- Relationship Building
- Value Selling
- Sales Prospecting
- Lead Generation
- Mentoring
- Presentation Skills
- Territory Management
- Communication Skills
- Cold Calling
- Market Share Analysis
- Microsoft Office
- ZoomInfo SalesOS
- Salesforce.com
- Series 63
- Asset Allocation
- Mutual Funds
- Alternative Investments
- Series 7
- Wealth Management
- Securities
- 401k
- Retirement Planning
- Investments
- Asset Management
- Separately Managed Accounts
- Fixed Annuities
- Equities
- FINRA
- Retirement
- ETFs
- Uniform Combined State Law
- Investment Strategies
- Fixed Income
Kara Sheffel Summary
- Kara Sheffel, based in Bridgewater, NJ, US, is currently a Senior Account Executive at Prodoscore. Kara Sheffel brings experience from previous roles at ConverzAI, Monster and First Eagle Investment Management. Kara Sheffel holds a 2006 - 2008 MBA in Global Management @ Kean University. With a robust skill set that includes Relationship Building, Value Selling, Sales Prospecting, Lead Generation, Mentoring and more. Kara Sheffel has 5 emails and 1 mobile phone numbers on RocketReach.
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