Kerry O'Shea Email & Phone Number
Operations Manager @ SK Wealth Management, LLC
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Kerry O'Shea Location
- Providence, RI, US
Kerry O'Shea Work
- 2020 -now Operations Manager @
- 2018 -2020 Senior Financial Paraplanner @
- 2010 -2018 Registered Paraplanner @
- 2008 -2010 Client Service Administrator @
- 2001 -2008 Administrative Assistant and Client Service Administrator @
- 1987 -1997 Administrative and Employee Benefits @ Cookson America
Kerry O'Shea Education
- college for financial planning
Certified FPQP™ & CRPS® (Financial Paraplanner Qualified Professional™ & Chartered Retirement Plans Specialist - CRPS®)
- Bryant University
Non-degree (Business Administration and Management, General)
- Katharine Gibbs School
Certified Graduate (Advanced Secretarial Program)
Kerry O'Shea Skills
- Office Operations
- Problem Solving
- External Clients
- Internal & External Clients
- Microsoft Excel
- Procedure Development
- Leadership
- Employee Benefits Design
- Team Leadership
- Customer Service Management
- Data Entry
- Employee Training
- Interpersonal Skills
- Customer Relationship Management (CRM)
- Organization Skills
- Client Services
- Communication
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Estate Planning
- Executive Administrative Assistance
- Office Administration
- Tax
- Accounting
- Investments
- Finance
- Employee Benefits
- Financial Planning
- Investment Advisory
- Wealth
- Financial Services
- Event Planning
- Database Administration
- 401(k) Retirement Savings Plans
- Client Relations Skills
- Fundraising
- Personal Financial Planning
- Investment portfolio database management
- IRAs
- Qualified Retirement Plans
- Series 6
- Wealth Management Services
- Supervisory Skills
Kerry O'Shea Summary
- Kerry O'Shea, based in Providence, RI, US, is currently a Operations Manager at SK Wealth Management, LLC. Kerry O'Shea brings experience from previous roles at SK Wealth Management, LLC and Loring Advisory Group. Kerry O'Shea holds a Certified FPQP™ & CRPS® in Financial Paraplanner Qualified Professional™ & Chartered Retirement Plans Specialist - CRPS® @ college for financial planning. With a robust skill set that includes Office Operations, Problem Solving, External Clients, Internal & External Clients, Microsoft Excel and more. Kerry O'Shea has 3 emails and 1 mobile phone numbers on RocketReach.
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