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Shelby Kennedy

Branch Administrator at <span class="not-italic font-text_font lg:text-[18px] text-[16px] font-bold claimed">Morgan Stanley</span>
Intro Book
Seasoned professional with experience in customer service, leadership, and management.
  • Claim this Profile
Location
Pleasanton, California, United States...
Skills
  • Customer Service
  • Strategic Planning
  • Microsoft Excel
  • Microsoft Office
  • Sales
  • Show all
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Bio

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Topline AI
Shelby Kennedy is a seasoned professional with experience in customer service, strategic planning, leadership, and management. She has worked in various roles, including Branch Administrator, Corporate Sales Assistant, and Administrative Support Manager, and has developed skills in Microsoft Excel, Microsoft Office, and data entry. Shelby holds a degree in Accounting and Business/Management from California State University-East Bay and has obtained certifications in Customer Success Management Fundamentals, Human Resources Foundations, and Strategic Thinking.

Credentials

  • Customer Success Management Fundamentals
    LinkedIn
    Jun, 2022
    - May, 2026
  • Human Resources Foundations
    LinkedIn
    Jun, 2021
    - May, 2026
  • Managing Logistics
    LinkedIn
    Dec, 2020
    - May, 2026
  • Developing Investment Acumen
    LinkedIn
    Oct, 2020
    - May, 2026
  • Excel: You Can Do This
    LinkedIn
    Oct, 2020
    - May, 2026
  • Finance for Non-Financial Managers
    LinkedIn
    Oct, 2020
    - May, 2026
  • Leading a Customer Service Team
    LinkedIn
    Oct, 2020
    - May, 2026
  • Leading at a Distance
    LinkedIn
    Oct, 2020
    - May, 2026
  • Managing a Customer Service Team
    LinkedIn
    Oct, 2020
    - May, 2026
  • Strategic Thinking
    LinkedIn
    Oct, 2020
    - May, 2026
  • Building Customer Loyalty
    LinkedIn
    Sep, 2020
    - May, 2026
  • Building Rapport with Customers
    LinkedIn
    Sep, 2020
    - May, 2026
  • Managing Customer Expectations for Managers
    LinkedIn
    Sep, 2020
    - May, 2026
  • Managing Stress
    LinkedIn
    Sep, 2020
    - May, 2026
  • Mastering Organizational Chaos
    LinkedIn
    Sep, 2020
    - May, 2026
  • Outlook: Working with Multiple Calendars
    LinkedIn
    Sep, 2020
    - May, 2026

Experience

  • Morgan Stanley
    • Pleasanton, California, United States
    • Branch Administrator
      • Jul 2022 - Present
      • Pleasanton, California, United States
  • Selway Machine Tool Company
    • Union City, California, United States
    • Corporate Sales Assistant
      • Mar 2021 - Jul 2022
      • Union City, California, United States
  • Bay Area Wealth Management Group, LLC
    • San Ramon, California, United States
    • Administrative Support Manager
      • Sep 2020 - Mar 2021
      • San Ramon, California, United States
  • Robert Half
    • Pleasanton, California
    • Sr. Lead Administrator
      • Feb 2019 - Apr 2020
      • Pleasanton, California
  • GSO (Golden State Overnight)
    • Pleasanton, CA
    • Customer Development Manager
      • Apr 2015 - Feb 2019
      • Pleasanton, CA

      Managed a team of 5 Account Managers and Sales Representatives. My team managed approximately $3.5 million a month in revenue along with 15,000 accounts. I helped to maintain the relationships with our current customers while successfully onboarding new customers.

  • Pleasanton Unified School District
    • Pleasanton
    • Special Education Instructional Assistant
      • Jan 2012 - Sep 2014
      • Pleasanton

      *Responsibilities include, feeding, diaper changing, grading papers, inputting grades, basic math andEnglish skills, life skills,and anything else that the teachers and other aides may need.

  • Universal Document Express
    • Dublin CA
    • Customer Service Representative
      • Nov 2009 - May 2010
      • Dublin CA

      *High volume office, in which we placed notaries for Law Firms, Debt Consolidation Firms and TitleCompanies/Banks.* Responsibilities included, closing out all the daily signings, placing notaries across the nation for lastminute signings, data entry* Ability to multi-task , while working in a hig...

  • AT&T
    • San Francisco Bay Area
    • Customer Service Representative
      • Nov 1996 - Jan 2008
      • San Francisco Bay Area

      Expand market share of business and residential accounts, coordinate seamless account activationsfor new and returning customers ensuring the highest possible customer experience.* Team Lead for account service group supervising six direct reports ensuring collection from 132major corporate accou...

Education

  • 1992 - 1995
    California State University-East Bay

Suggested Services

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

Industry Focus. “Management Consulting”

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