Kunal Pathade Email & Phone Number
Content Strategist @ Blue Bell Private Wealth Management
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Kunal Pathade Location
- Philadelphia, PA, US
Kunal Pathade Work
- 2024 - now Content Strategist @
- 2024 - now Fractional Chief Marketing Officer @
- 2023 - now Founder @ The Kunal Lifestyle LLC
- 2024 - 2024 Social Media Consultant @
- 2024 - 2024 Content Strategist @
- 2022 - 2023 Influencer Marketer @
- 2022 - 2023 Portfolio Research Associate @
- 2022 - 2023 Influencer Marketer @
- 2022 - 2022 Influencer Marketer @
- 2021 - 2022 Investment Analyst @
- 2020 - 2021 Sales Support Analyst @
Kunal Pathade Education
- Indiana University - Kelley School of Business
Bachelor’s Degree (Finance, Business Law)
2016 - 2020 - Centennial High School
High School
2012 - 2016
Kunal Pathade Skills
- Sales AI
- Business Relationship Management
- Digital Strategy
- Content Planning
- Inbound Marketing
- Lead Generation
- Linkedin strategy
- LinkedIn Sales Navigator
- Kennected
- Marketing Analytics
- Adobe Premiere Pro
- Notion Productivity Software
- Content Strategy
- Search Engine Optimization (SEO)
- Content Creation
- Community Management
- Data Validation
- Pivot Tables
- VLOOKUP
- Coaching & Mentoring
- Project Management
- Medicare Advantage
- Excel Dashboards
- Client Presentation
- Equity Research
- Microsoft Excel
- Copilot
- Financial Data Analysis
- FactSet
- Investment Operations
- Asset Allocation
- Investment Reporting
- Legacy System Conversion
- Customer Relationship Management (CRM)
- Sales Support
- Client Relations
- Salesforce.com
- Reporting & Analysis
- Performance Reporting
- Attention to Detail
- Investment Due Diligence
- Operations Management
- Portfolio Management
- Financial Analysis
- Investment Management
- Investment Research
- Equities
- Tiktok
- Professional Writing
- Email Marketing
- Social Media
- Microsoft Office
- Economics
- Research
- Financial Accounting
- Microsoft Word
- Microsoft PowerPoint
- Teamwork
- Time Management
- Leadership
- Public Speaking
Kunal Pathade Summary
- Kunal Pathade, based in Philadelphia, PA, US, is currently a Content Strategist at Blue Bell Wealth Management. Kunal Pathade brings experience from previous roles at Medicare Plan Partners, The Kunal Lifestyle LLC, Domenick Financial and Coffee Meets Bagel. Kunal Pathade holds a 2016 - 2020 Bachelor’s Degree in Finance, Business Law @ Indiana University - Kelley School of Business. With a robust skill set that includes Sales AI, Business Relationship Management, Digital Strategy, Content Planning, Inbound Marketing and more. Kunal Pathade has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Blue Bell Private Wealth Management Employees
Kunal Pathade
Content Strategist
Philadelphia, PA, US
Alex Larosa
Investment Advisor Representative
Philadelphia, PA, US
Michael Weber
Investment Advisor
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Jakob Hubert
Portfolio Management Assistant
Wyncote, PA, US
Dave Lorditch
Investment Advisor and Financial Planner
Lansdale, PA, US
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