Sarah McLean Kennelly
WealthPlan Group
- Role
- Chief Operations Officer at Wealthplan Group
- Location
- Omaha, NE, US
- LinkedIn followers
- 500 followers
About Sarah McLean Kennelly
My work experience centers around leadership and sales with focus on growing teams in a tech forward industry. I have several years of experience in technology and supporting the financial industry. I love keeping a team or company organized and empowered so that it is equipped to carry out its purpose with ease.
Experience
Chief Operations Officer
Jan 2020 — Present
Oversee sales, marketing, and operations at an enterprise level for a multi-billion dollar wealth management firm, serving 35+ advisors nationally. Autonomously implementing and managing service and sales models to new market segments.
Education
University of Nebraska-Lincoln
Business Administration
2004 — 2007
Bellevue University
Management Information Systems
2008 — 2009
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