Kelcy Koenig Email
Founding VP of Growth @ FINNY
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Kelcy Koenig Location
- New York, NY, US
Kelcy Koenig Work
- 2025 -now Founding VP of Growth @
- 2024 -2025 Vice President of New Business Development @ WealthPlan Advisors, a division of HUB International
- 2023 -2025 Group Fitness Instructor @
- 2022 -2024 Senior Regional Representative - Business Consultant @
- 2017 -2022 Regional Representaive - Business Consultant @
- 2016 -2017 High Net Worth Relationship Manager (Advisor) @
- 2014 -2016 High Net Worth Portfolio Consultant @
- 2013 -2013 Campaign Executive @
- 2013 -2013 Door-to-Door Fundraising @ Fund for the Public Interest (Non-profit org.)
- 2010 -2013 Fundraising and Philanthropy Leader @
- 2011 -2013 Event Manager and Promoter @ Blue Moose Tap House
- 2005 -2012 Family Farm Assistant @ Family Farm Business
- 2010 -2010 Lead Waitress and Operations @ Max and Erma's Restaurant and Bobby's Sandbar
Kelcy Koenig Education
- University of Iowa
Bachelor of Arts (B.A.) (Ethics and Public Policy (Focus in Economics, Business, and Philosophy))
- ILISA Costa Rica
Total Language Immersion (Spanish) Educational Experience (Spanish Language and Literature)
Kelcy Koenig Skills
- Social Media
- Customer Service
- Nonprofits
- Leadership
- Community Outreach
- Event Planning
- Public Speaking
- Fundraising
- Social Networking
- Microsoft Office
- Teamwork
- PowerPoint
- Public Relations
- Microsoft Word
- Program Development
- Finance
- Research
- People-oriented
- Cold Calling
- Annual Giving
- Investments
- Phone Etiquette
- Social Skills
- Intrapersonal Skills
- Idea Generation
- Community Involvement
- Series 63
- Wealth Management
- Retirement Planning
- Asset Allocation
- Mutual Funds
- Financial Advice
- Promotions
- Connector of People
- Hold Series 7
- Book of Business Management
- Microsoft PowerPoint
- People Oriented
Kelcy Koenig Summary
- Kelcy Koenig, based in New York, NY, US, is currently a Founding VP of Growth at FINNY. Kelcy Koenig brings experience from previous roles at WealthPlan Advisors, a division of HUB International, CycleBar McCormick Ranch and John Hancock Investment Management. Kelcy Koenig holds a Bachelor of Arts (B.A.) in Ethics and Public Policy (Focus in Economics, Business, and Philosophy) @ University of Iowa. With a robust skill set that includes Social Media, Customer Service, Nonprofits, Leadership, Community Outreach and more. Kelcy Koenig has 4 emails on RocketReach.
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Kelcy Koenig
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