Kander McInnis

Senior Associate at Revolution Financial Management
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Contact Information
us****@****om
(386) 825-5501
Location
Raleigh-Durham-Chapel Hill Area
Languages
  • English Native or bilingual proficiency
  • Spanish Limited working proficiency

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Bio

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Credentials

  • Insurance Agent, Accident, Health, Life
    INSURANCE, NEW YORK DEPARTMENT OF
    Feb, 2020
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life
    North Carolina Department of Insurance
    May, 2017
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life
    California Department of Insurance
    May, 2015
    - Nov, 2024

Experience

    • United States
    • Financial Services
    • 200 - 300 Employee
    • Senior Associate
      • Apr 2020 - Present

      - Providing families and business owners with information, tools, and strategies to help them reach financial freedom.- Building a team of motivated individuals committed to helping families get into a better, stronger financial position.

    • Associate
      • Mar 2017 - Apr 2020

      - Providing families and business owners with information, tools, and strategies to help them reach financial freedom.- Building a team of motivated individuals committed to helping families get into a better, stronger financial position.

    • United States
    • Insurance
    • 700 & Above Employee
    • Senior Underwriting Assistant, Specialty Programs & Facilities Managers
      • Dec 2014 - Feb 2018

      - Communicated with agents to obtain additional information to facilitate processing of transactions. - Assisted in the development of a company training manual to teach other underwriting staff how to rate new business and process policy changes. - Assisted in resolving billing issues, policy status, and explaining new processes or company products. - Rating and preparation of new or renewal quotes as directed by Underwriter. - Communicated with agents to obtain additional information to facilitate processing of transactions. - Assisted in the development of a company training manual to teach other underwriting staff how to rate new business and process policy changes. - Assisted in resolving billing issues, policy status, and explaining new processes or company products. - Rating and preparation of new or renewal quotes as directed by Underwriter.

    • United States
    • Education Administration Programs
    • 700 & Above Employee
    • Specialist, Learning and Development
      • Aug 2012 - Jul 2014

      - Collected, analyzed, and maintained registration, completion, and evaluation data on all learning events.- Provided logistics support to training events including, managing the registration process, coordinating support with TFA regions, interacting with external vendors, and setting up and managing WEBEX training environment.- Created training materials for professional development curriculum for over 300 regional GDP staff.

    • Development Coordinator
      • Jul 2010 - Jul 2012

      -Providing critical support for the regional development team enabling Los Angeles to move more efficiently and effectively toward reaching ambitious revenue goals.-Creating efficient systems to manage all development processes so that the team can effectively manage donor relationships. -Creating excellent development collateral and communications as needed, and conducting prospect research.-Supporting execution of high-quality donor touch points by coordinating donor mailings and producing high-quality written communications. Show less

    • Sales Manager
      • Mar 2008 - Sep 2009

      Data management and implementation of database procedures including creating and filing Purchase Orders, Bill of Ladings, Packing Slips, and Warehouse Releases Used QuickBooks to efficiently create & send invoices, pay vendors, and maintain inventory Demonstrated capacity to provide comprehensive support for Owner/President including scheduling meetings, coordinating travel, and effectively managing all essential tasks. Involved in creating styles/prints for production for high profile customers which resulted in a new tshirt line that is now sold exclusively at Metropark Strategically negotiated pricing with vendors to ensure that we maintained and gained profit through our selections. Show less

    • United States
    • Public Relations and Communications Services
    • 1 - 100 Employee
    • Account Executive Assistant (Internship)
      • Aug 2007 - Feb 2008

      Assisted stylists, celebrities and magazine editors on a daily basis. Maintained all public relations/development files, databases, and archives. Utilized organizational skills by maintaining showroom appearance and filing system. Assisted stylists, celebrities and magazine editors on a daily basis. Maintained all public relations/development files, databases, and archives. Utilized organizational skills by maintaining showroom appearance and filing system.

    • United States
    • Retail Apparel and Fashion
    • 200 - 300 Employee
    • Buyers' Assistant (Internship Abroad)
      • Oct 2006 - Dec 2006

      Maintained and managed product, cost, and supplier details on the company's system. Managed correspondence between buyers and clients. Event planning and scheduling assistance during Market Week. Maintained and managed product, cost, and supplier details on the company's system. Managed correspondence between buyers and clients. Event planning and scheduling assistance during Market Week.

    • United States
    • Law Practice
    • 1 - 100 Employee
    • Office Assistant
      • Nov 1999 - Aug 2002

      Served as liaison between attorneys, senior partners, and clients. Developed and maintained detailed administrative and procedural processes that reduced redundancy, improved accuracy and efficiency, and achieved organizational objectives. Assisted paralegals and attorneys with diversified clerical support in areas of document proofreading, duplication, collating and distribution, and filing. Involved in the creation and distribution of advertisements for legal services. Served as liaison between attorneys, senior partners, and clients. Developed and maintained detailed administrative and procedural processes that reduced redundancy, improved accuracy and efficiency, and achieved organizational objectives. Assisted paralegals and attorneys with diversified clerical support in areas of document proofreading, duplication, collating and distribution, and filing. Involved in the creation and distribution of advertisements for legal services.

Education

  • UNC-Greensboro
    Textile Design and Marketing
    2002 - 2004
  • American Intercontinental Univ
    B.A, Fashion Design & Marketing
    2005 - 2007

Community

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