Kate Kehoe Email & Phone Number
Client Operations Specialist @ Scott Jones Financial
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Kate Kehoe Location
- Charlotte, NC, US
Kate Kehoe Work
- Client Operations Specialist @ (July 2026 - Present)
- Office and Administrative Manager @ (November 2023 - July 2026)
- Operations Manager @ Framework Financial Planning (January 2019 - September 2023)
- Client Services Associate @ Framework Financial Planning (September 2015 - January 2019)
- Sales Associate @ (January 2006 - January 2009)
- Loan Processor @ (January 2003 - January 2006)
Kate Kehoe Education
- The University of North Carolina at Chapel Hill
Bachelor of Arts - BA
2000-2004
Kate Kehoe Skills
- Administration
- Attention to Detail
- Business Process
- Business Process Development
- Business Process Improvement
- Client Relations
- Client Services
- Communication
- Customer Relationship Management (CRM)
- Customer Retention
- Customer Service
- Customer Service Management
- Microsoft Office
- Organization Skills
- Receptionist Duties
- Regulatory Compliance
- Responsiveness
- Standard Operating Procedure (SOP)
- Team Management
- Teamwork
- Time Management
Kate Kehoe Summary
- Kate Kehoe, based in Charlotte, NC, US, is currently a Client Operations Specialist at Scott Jones Financial. Kate Kehoe brings experience from previous roles at Tecnofirma America, Framework Financial Planning and J. Jill. Kate Kehoe holds a 2000 - 2004 Bachelor of Arts - BA @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Administration, Attention to Detail, Business Process, Business Process Development, Business Process Improvement and more. Kate Kehoe has 1 emails and 1 mobile phone numbers on RocketReach.
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