See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

KK

Kelly Kurz

Daily Money Manager at Paperwork Solutions, LLC
Intro Book
Certified Daily Money Manager with expertise in financial analysis and planning.
  • Claim this Profile
Location
Greenville, North Carolina, United St...
Skills
  • Excel
  • Budgeting
  • Inventory Management
  • Financial Analysis
  • Financial Planning
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Kelly Kurz is a seasoned financial expert with 19 years of experience in financial analysis, planning, and management. She has a strong background in budgeting, inventory management, and financial software such as Excel and Quicken. As a Certified Daily Money Manager (CDMM), she provides personalized financial assistance to seniors and busy professionals. Her experience spans various industries, including production planning and financial advocacy.

Credentials

  • Certified Daily Money Manager (CDMM)
    American Association Of Daily Money Managers (AADMM)

Experience

  • Paperwork Solutions, LLC
    • Daily Money Manager
      • Aug 2005 - Present

    • Financial Advocate
      • 2005 - Aug 2005

      Paperwork Solutions provides a wide range of personal business assistance to seniors and busy professionals who want help managing life's financial details. Customized services often include bill paying, check writing, reconciling statements, making deposits, organizing tax documents, insurance claims, budgeting, correspondence, notary services, and other record keeping.

  • Hammock Source
    • Production Planner
      • 2001 - 2004
  • TRW
    • Production Planner
      • 1998 - 1999
  • Trion, Inc.
    • Sanford, NC
    • Various
      • 1984 - 1998
      • Sanford, NC

Education

  • 1977 - 1981
    University of North Carolina at Chapel Hill - Kenan-Flagler Business School
  • East Carolina University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles