Kelli Wingo is a eficient expert, that works in Forbes main office of which is in 136. on the position of Contributor since 2019. Kelli Wingo gained professional experience in more than 14 positions at different companies. Kelli Wingo went to the Institute For Professional Excellence In Coaching and received education there. New York, New York is the area, where this person was lastly known to live. This professional's e-mail and phone can be easily accessed through SoftwareOfficial on demand.
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Kelly Wingo
Last updated May 31, 2024
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Work History
Senior Director, Investment Product Manager
85 Broad St, New York, NY 10004
Managing product platform for unified managed accounts, as well as single and dual contract separately managed accounts
Business development, program management, investment manager relatio...
Apr 2007 — Feb 2019
Founder and Chief Orator
Spiryt in Motion is a movement dedicated to dismantling the oppression of limiting beliefs one talk at a time.
An oratory company specializing in topics such as vision casting, confidence ...
from Apr 2018
Founder and Chief Vision and Strategy Officer
Website: www.kmwcatalyst.com Twitter: @WarRoomCoaching YouTube: The War Room with Jael
Personal & Professional Development. Speaking. Consultative Coaching. Content Creation.
I work with ...
from 2017
Vice President, Client Relationship Manager
Managed relationships between MLIM and Merrill Lynch Retirement Group clients to generate new business and retain existing relationships - Delivered multi-level training, sales and investmen...
Sep 2003 — Apr 2007
Six Sigma Black Belt
New York, NY
Selected by senior management to enter Six Sigma program representing the department
Analyzed processes to recommend solutions to business by applying knowledge and theory of the five-step...
Jul 2002 — Aug 2003
Manager and Marketing Specialist
New York, NY
Performed in a managerial position to a five person team as part of a marketing and sales desk that handled 600 – 1000 calls per day, and boasted three of the top performing employees in th...
May 1998 — Jul 2002
Full Time Branch Office Intern
New York, NY
Worked with 2 financial advisors managing incoming and outgoing client communications and seminar coordination
Jul 1995 — Apr 1998
Occupations
Executive
Chief Strategy Officer
Founder
Accountant
Finance and Accounting Specialist
Chief Executive
Founding Member
Accounting Bookkeeper
Bookkeeper
Skills
Management
Project Management
Financial Services
Asset Management
Leadership
Product Management
Strategic Planning
Program Development
Product Development
Program Management
Financial Analysis
Business Strategy
Public Speaking
Motivational Speaking
Business Development
Client Relations
Product Marketing
Investment Management
Marketing
Marketing Communications
Presentation Skills
Risk Management
Sales
Vendor Relationship Management
Microsoft Office
Financial Management Services
Cross Functional Team Leadership
Strategy
Coaching
Executive Coaching
Business Coaching
Lifestyle Coaching
Personal Coaching
Leadership Development Coaching
Wellness Coaching