Kari Mcleod's Location
Avon, CT, US
Kari Mcleod's Work
- Financial Planner @ Wealth Strategies
- Financial Planner | Sales Manager @ Pangaro Wealth Management (PWM)
- Chief of Staff @ Prudential Financial
- Sr. Financial Analyst in Treasury @ Prudential Financial
- Women's Leadership Forum Committee Member @ Prudential Financial
- Financial Analyst in Controllers @ Prudential Financial
- Financial Analyst @ The Hartford
Kari Mcleod's Education
- Southern New Hampshire University
MBA (Financial Management)
2004 - 2007 - Southern New Hampshire University
BS (Accounting/Finance)
1996 - 2001
Kari Mcleod's Skills
- Variance Analysis
- Facets
- Planning
- Insurance
- Sales
- Finance
- Oversight
- Suspense
- Liability
- Content Development
Kari Mcleod's Summary
Kari McLeod, based in Avon, CT, US, is currently a Financial Planner at Wealth Strategies Team, bringing experience from previous roles at Pangaro Wealth Management and Prudential Financial. Kari McLeod holds a 2004 - 2007 MBA in Financial Management @ Southern New Hampshire University. With a robust skill set that includes Variance Analysis, Facets, Planning, Insurance, Sales and more, Kari McLeod contributes valuable insights to the industry. Kari McLeod has 6 emails and 1 mobile phone number on RocketReach.
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