Kari McLeod Email & Phone Number
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Kari McLeod Location
- Avon, CT, US
Kari McLeod Work
- Financial Planner @ Wealth Strategies Team (February 2020 - Present)
- Financial Planner | Sales Manager @ (September 2014 - February 2020)
- Chief of Staff @ (January 2012 - January 2013)
- Sr. Financial Analyst in Treasury @ (January 2008 - January 2012)
- Women's Leadership Forum Committee Member @ (January 2008 - January 2012)
- Financial Analyst in Controllers @ (January 2006 - January 2008)
- Financial Analyst @ (January 2004 - January 2006)
Kari McLeod Education
- Southern New Hampshire University
MBA (Financial Management)
2004-2007 - Southern New Hampshire University
BS (Accounting/Finance)
1996-2001
Kari McLeod Skills
- Personal Financial Planning
- Life Transitions
- Professional Women
- Financial Analysis
- Finance
- Analysis
- Financial Reporting
- Forecasting
- Management
- Process Improvement
- Strategy
- Business Process Improvement
- Accounting
- Insurance
- Business Analysis
- Banking
- Auditing
- Investments
- Business Planning
- Financial Services
- Business Development
- Project Management
- Business Strategy
- Financial Statement Analysis
- Strategic Planning
- Organizational Effectiveness
- Event Planning
- Organizational Climate
- Financial Planning
- Leadership
- Risk Management
- Portfolio Management
- Asset Management
- Retirement Planning
- Social Media
- Retirement
- Variance Analysis
- Facets
- Planning
- Sales
- Oversight
- Suspense
- Liability
- Content Development
- Design
- Financial Statements
- General Ledger
- Allocations
- PowerPoint
- Cash Management
- Procedure Development
- Business plan
- Agenda
- Financial Results
- Networking
- Climate
- Relationship Management
- Collaborative Environment
- Utilization
- Reconciliation
- National Accounts
- Training
- Policy
- Directors
- Conferences
- Portfolio Managers
- Reporting
- Sales Analysis
- Estate Planning
- Ots
- Journal Entries
- Accountability
- Investment Portfolio
- Yields
- Leadership Development
- GAAP
- External Audit
- Information Gathering
- Presentations
- Pricing
- Sales Process
- Morale
- Executive Management
- Account Management
- Resources
- Employee Surveys
- Reviews
- Government
- Records
- Commitments
- Wealth Management
- Video
- Team Effectiveness
- Parties
- Focus Groups
- Analytical Skill
- Cash
- Treasury
- Liaison
- Product Offerings
- Expense Management
- Deliverables
Kari McLeod Summary
- Kari McLeod, based in Avon, CT, US, is currently a Financial Planner at Wealth Strategies Team. Kari McLeod brings 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 Personal Financial Planning, Life Transitions, Professional Women, Financial Analysis, Finance and more. Kari McLeod has 1 emails and 1 mobile phone numbers on RocketReach.
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