Kereth Connolly

About Kereth Connolly

Organization as a means to an end – it’s been a sort of lifetime mantra for…

Experience

1. Chief Operations Officer

   Connolly Financial - Wealth Management

   Jan 2012 — Present

   Attention to detail with a big picture focus. Connolly Financial is a dynamic wealth management firm. As Chief Operations Officer I am responsible for ensuring the company vision and business objectives are met within compliance and budget- Develop tools to increase company efficiencies and mitigate risk by monitoring processes and procedures and creating improvement strategies when opportunities exist - Maintain general oversight and ensure accuracy of records - Ensure client and vendor file integrity - Handle benefits administration - Implement and maintain company CRM system and workflow processes - Ensure compliance with regulatory agencies, including FINRA, SEC and OSI - Oversee brand management initiatives and advertising - Lead and direct social media and web presence.

Education

• University of Auckland

  Bachelor of Arts (BA)

Skills

• Business Strategy
• Change Management
• Coaching
• Volunteering
• Negotiation
• Budgets
• Life Insurance
• New Business Development
• Team Building
• Management
• Education
• Health Insurance
• Strategic Planning
• Tax Preparation
• Brand Management
• Business Development
• Marketing Strategy
• Community Service
• Leadership
• Cultural Awareness
• Organizational Leadership
• Operations Management
• Customer Service
• Organizational Effectiveness
• Brand Development
• Organization Skills
• Financial Services
• Start-Ups
• Budgeting
• Strategy
• Project Management
• Team Leadership
• Relationship Management