Kim Kaselionis

About Kim Kaselionis

With over 20 years of experience in strategic planning, vision and mission planning, profitability and expense analysis, sales and marketing leadership, risk management, regulatory relations and compliance, talent recruitment, policy and procedure development, public relations and media affairs, and public speaking, I am a seasoned and versatile leader in the financial services industry. As the Chief Operating Officer at O\'Donnell Financial Group, I oversee the daily operations and growth of the company, ensuring that we deliver on our mission to help each client create and execute a retirement plan that is based on their vision, goals, and needs. I leverage my expertise in strategic planning, business development, and M&A to provide innovative and customized solutions for our clients, partners, and stakeholders. I also foster a culture of collaboration, excellence, and integrity among our team of professionals, empowering them to achieve their full potential and deliver exceptional service.

Experience

1. Chief Operating Officer

   O\'donnell Financial

   Jul 2022 — Present · San Rafael, CA, US

   At O\'Donnell Financial Group, we have a single mission.to help each client create and execute afinancial plan that is based on their vision, goals, and needs.This financial journey is about you. Each new client relationship begins by gaining an understanding of your goals for the future. Through the discovery process, we assess all financial aspects of your life, including your liquid assets and securities, your real estate holdings, current job benefits, insurance policies, and more. Taking everything into consideration, a plan is created to reach your goals. We benchmark and meet regularly to keep you on track.For more than three decades, O\'Donnell Financial has been helping others create and maintain a healthyfinancial life plan. While the money matters, it is the secure future that the team at O’Donnell Financial Group is most passionate about creating for our clients.If you aren’t already a regular listener, I encourage you to join us weekly for The Greg O’Donnell Financial Hour, every Saturday from Noon to 2pm on KSFO-560am or KGO-810am.

Education

• University of Phoenix

  Master of Business Administration (M.B.A.), Business Administration and Management, General

• California State University - East Bay

  Bachelor's degree, Accounting

Skills

• Finance
• Business Strategy
• Entrepreneurship
• Leadership
• Project Management
• Budgets
• Event Planning
• Investments
• Marketing
• Recruiting
• Due Diligence
• Motivational Speaking
• Lines of Credit
• Business Development
• Management
• Banking
• Commercial Lending
• Sales Management
• Small Business Lending
• Commercial Banking
• Marketing Communications
• Commercial Mortgages
• New Business Development
• Investor Relations
• Social Media
• Social Networking
• Coaching
• Product Management
• Public Relations
• Business Planning
• Strategy
• Accounting
• Professional Communication
• Customer Retention
• Microsoft Word
• Credit Risk
• Social Media Marketing
• Loans
• Fundraising
• Training