Kerri McLaughlin Email & Phone Number
Sales Execution Specialist @ Vista Wealth Solutions
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Kerri McLaughlin Location
- Ambler, PA, US
Kerri McLaughlin Work
- Sales Execution Specialist @ (May 2026 - Present)
- Client Services Analyst @ (June 2025 - March 2026)
- Educational Assistant @ (September 2019 - January 2025)
- Client Services Manager @ First Capital Advisors Group, LLC (February 2016 - June 2019)
- Client Service Specialist, CFWP @ (June 2015 - January 2016)
- Account Executive @ (November 2009 - April 2015)
- Sales and Service Representative @ (September 2004 - November 2009)
Kerri McLaughlin Education
- Kutztown University of Pennsylvania
Bachelor of Arts (B.A.) (Organizational Communication, General)
1999-2004
Kerri McLaughlin Skills
- Account Management
- Attention to Detail
- Client Liaison
- Client Services
- Communication
- Customer Relationship Management (CRM)
- Customer Service
- Event Planning
- Finance
- Financial Operations
- Financial Services
- High Level Of Accuracy
- Management
- Marketing
- Operations Management
- People Management
- Process Improvement
- Responsiveness
- Sales
- Sales Management
- Salesforce.com
- Social Media
- Strategic Planning
- Team Building
- Teamwork
Kerri McLaughlin Summary
- Kerri McLaughlin, based in Ambler, PA, US, is currently a Sales Execution Specialist at Vista Wealth Solutions. Kerri McLaughlin brings experience from previous roles at Mill Creek Capital Advisors, Upper Dublin School District, First Capital Advisors Group, LLC and Cantor Fitzgerald. Kerri McLaughlin holds a 1999 - 2004 Bachelor of Arts (B.A.) in Organizational Communication, General @ Kutztown University of Pennsylvania. With a robust skill set that includes Account Management, Attention to Detail, Client Liaison, Client Services, Communication and more. Kerri McLaughlin has 2 emails and 2 mobile phone numbers on RocketReach.
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