Vice President | Co-Owner@ Estate Planning Team
Cleveland, Ohio, United States
Kaeri Waddell
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The Ohio State University
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FlashIntel GPTKaeri Waddell is a highly experienced professional with 29.8 years of work experience in marketing, advertising, team building, insurance, and business development. Based in the United States, she is responsible for day-to-day operations of business and all aspects of marketing and advertising. She is skilled in designing and implementing marketing campaigns with outside advisors, clients, groups/organizations, and employers. Kaeri is also a co-host of a radio talk program Financial Food for Thought. She is also a planner and provides background analysis and reporting to prospective clients.
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About
Responsible for day to day operations of business and all aspects of marketing and advertising. I design and implement marketing campaigns with outside advisors, existing clients, groups/organizations and employers. Also responsible for all aspects of advertising, write radio commercials, print advertising, newsletters and e-marketing programs etc. I am co-host of radio talk program Financial Food for Thought on WHK 1420AM Saturdays from 9:00am to 10:00am. I am also one of the planners and meet with clients in various stages of the planning process and assist with background analysis and reporting. Present to prospective clients and explain our approach to planning and if our services can meet their needs
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Vice President | Co-Owner
Financial Services
Kaeri Waddell's Professional Milestones
- Human Resource Specialist (1995-09-01~1996-11-01): Streamlined HR processes, improving efficiency and ensuring compliance with regulatory requirements.
- Vice President | Co-Owner (1996-12-01~): Establishing a successful business by delivering exceptional service and engaging stakeholders.
Education
Skill
Marketing
Advertising
Team Building
Insurance
Business Development
Event Management
Newsletters
Customer Service
Online Marketing
Strategic Planning
Budgets
Certification
Colleagues
Dave Baker
Managing Director | Federal Employee Benefits Education Services Tax Reduction Specialist
Kelly Binkele
Vice President
Brent E. Chavez
President
Mike Boden
Chief Operating Officer
Marco Bartolo Azizi
Marketing Team Member | Founder
Other Named Kaeri Waddell
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Kaeri Waddell's social media include: Linkedin,
Kaeri Waddell works for Estate Planning Team
Kaeri Waddell's role in Estate Planning Team is Vice President | Co-Owner
Kaeri Waddell works in the industry of Financial Services
Kaeri Waddell's colleagues are Dave Baker,Kelly Binkele,Brent E. Chavez
Kaeri Waddell's latest job experience is Vice President | Co-Owner at Estate Planning Team
Kaeri Waddell's latest education in The Ohio State University
