Since 2015, Amy Lennon Killeen has been working in Mor Wealth Management situated 3310, 3310. This expert is a well-qualified Director of Operations with over 29 years of work experience. According to Amy's CV and work profile, the professional has worked at more than 16 places with numerous backgrounds and gained various skills. Amy attended school at the Lafayette College from 1988 to 1992. Amy has professional certification in Building Analyst and Nyserda Multifamily Performance Program. Amy Lennon Killeen can be found in Philadelphia, Pennsylvania – where this person is currently located. You can search for this person's contacts. We can also provide you exhaustive contact information upon request.
Name variants:
Aimee Killeen,
Amie Killeen
Last updated Jun 29, 2024
Contact Information
Last Update
Jul 8, 2022
Email
am**@hotmail.com
Location
Philadelphia, PA
Company
Workplace
Work History
Director of Operations
1801 Market St SUITE 2435, Philadelphia, PA 19103
from Apr 2015
Customer Service Representative
124 Brindley St, Ithaca, NY 14850
Manage customer service for a city-wide utility residential energy efficiency program, including phone intake, Salesforce database management, document review and contractor relationship man...
Jan 2015 — Apr 2015
Corporate Trainer and Home Performance Advisor
CORPORATE TRAINER: Trained new Home Performance Advisors in building science, operations and sales processes. Developed curriculum and provided instruction on construction fundamentals, whol...
2012 — 2013
Assistant Auditor
Managed all client intake, audit booking, and customer service for existing clients. Facilitated inside sales for energy efficiency renovations. Served as primary client contact in the offic...
2009 — 2012
Marketing Associate
Educated advisors about the company’s investment and tax management process. Scheduled, prepared documents for, and facilitated due diligence visits by brokerage firm representatives. Execut...
2001 — 2002
Analyst
Advised financial consultants on presentation of both the company and its tax efficient product, called TaxSmart, to their clients. Managed new portfolios and provided financial consultants ...
2000 — 2001
Account Executive - Investments
Advised individuals, family groups and small institutions on investments and market developments. Provided customers with economic commentary and equity research. Actively managed approximat...
1997 — 2000
Private Client Services Sales Assistant
1585 Broadway, New York, NY 10003
Provided individuals, family groups and small institutions with information regarding Morgan Stanley research and market developments. Served as interface between customer and back office. C...
1995 — 1997
Fixed Income Research Assistant
1585 Broadway, New York, NY 10003
Worked with strategists, traders and salespeople to run portfolio programs for institutional clients. Assisted in publication of weekly and monthly research articles.
1993 — 1995
Education
1988 — 1992
Occupations
Executive
Director of Operations
Accountant
Finance and Accounting Specialist
Sales Specialist
Client Service Officer
Engineer
Customer Service
IT Professional
SalesForce Administrator
Contractor
Operations Manager
Accounting Bookkeeper
Bookkeeper
Database Administration Professional
Database Administrator
Independent Business Owners
Skills
Energy Efficiency
Program Management
Green Building
Sustainability
Project Management
Microsoft Office
Energy Audits
Budgets
Sustainable Design
Sustainable Energy
Team Building
Corporate Training
Operations Management
Sales Operations
Fundraising
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