Andrea Kenner
Helping Individuals Secure their Financial Futures · Equitable Advisors
Denver, Colorado
In My Own Words
Realizing that most people are not financially prepared for their retirement inspired me to build my career in the financial services industry. As a member of the Retirement Benefits Group, I work with my clients to help them: - Put a plan in place to reach clearly defined goals - Determine how much my clients need to save in order to have a comfortable retirement - Help protect their savings with a more diversified portfolio - Help them to stick to their plan during market volatility. In addition to retirement savings plans, I also help with: - College Funding - Life Insurance - Long-term Care Insurance - Disability Income Insurance - Rollover strategies My goal for my clients is to provide them with a personalized financial strategy along with the information and confidence they need to create an independent retirement.
Book a meeting with me at https://calendar.cirrusinsight.com/schedule/andrea-kenner
Work Experience
Financial Advisor
Equitable Advisors2024 – Present
I am a Financial Advisor that works with those in the VetMed field. My objective is to help you develop comprehensive financial plans that enable professionals in VetMed to achieve their financial goals and prepare for a secure retirement. Our conversation can cover a range of topics, including: Existing or new 401(k) plans Contribution strategies for your benefits plan Student loan management strategies Budgeting Investment strategies Wealth management
General Manager
Highgate2021 – 2023
Managed 30 employees and 4 department heads. Set goals and metrics for department heads and monitored progressed. Successfully eliminated contract/temporary labor through creative recruitment and relationships with refugee organizations. Responsible for interviewing, onboarding, background screening and review, and I9 verification. Answered employee questions about 401k enrollment, open enrollment, FMLA, and LOA. Cultivated employee retention through recognition, annual reviews, monthly themed luncheons, incentives, and employee satisfaction surveys. Timely reporting of employee status changes to Payroll. Addressed performance concerns addressed through PIPs, Coach & Counseling, and Disciplinary Action Forms to adhere with company standards and handbook. Addressed hygiene, attendance, theft, intoxication on the job, leaving job post, sexual harassment, discrimination, Tentative Non-confirmations, and poor job performance. Thorough documentation prior to any terminations to ensure compliance with Colorado labor laws and company-wide policies. Responded to ADP unemployment claims with proper backup. Secured sensitive/confidential employee information. Evaluated employee and company success through various KPIs. Bought by Highgate in 2021.
General Manager
Island Hospitality Management2019 – 2021
Managed 30 employees and 4 department heads. Set goals and metrics for department heads and monitored progressed. Successfully eliminated contract/temporary labor through creative recruitment and relationships with refugee organizations. Responsible for interviewing, onboarding, background screening and review, and I9 verification. Answered employee questions about 401k enrollment, open enrollment, FMLA, and LOA. Cultivated employee retention through recognition, annual reviews, monthly themed luncheons, incentives, and employee satisfaction surveys. Timely reporting of employee status changes to Payroll. Addressed performance concerns addressed through PIPs, Coach & Counseling, and Disciplinary Action Forms to adhere with company standards and handbook. Addressed hygiene, attendance, theft, intoxication on the job, leaving job post, sexual harassment, discrimination, Tentative Non-confirmations, and poor job performance. Thorough documentation prior to any terminations to ensure compliance with Colorado labor laws and company-wide policies. Responded to ADP unemployment claims with proper backup. Secured sensitive/confidential employee information. Evaluated employee and company success through various KPIs.
Director of Sales
Island Hospitality Management2018 – 2019
Director of Sales at Residence Inn Silicon Valley 1 and 2 for corporate business. Prospected and qualified leads for corporate business for both properties (total of 479 rooms) through site-tours, sales blitzs, and telemarketing. Responsible for building business cases for groups and account pricing. Reporting done through STS, ERP, MRDW, One Yield, and Fosse
Director Of Rooms
Island Hospitality Management2018 – 2018
Director of Rooms for Aloft Tucson University Hotel located across from the University of Arizona with 154 rooms. Responsible for all housekeeping and houseman activities including breaking out the house, room inspections, departures, laundry, and public area cleanliness. Implemented PDQ program in June 2018.
Front Office Manager
Island Hospitality Management2017 – 2018
Front Office Manager at Residence Inn by Marriott Mountain View. Extended stay property with 144 rooms. Responsible for payroll, purchasing, banking, scheduling, room inspections, and responding to guests via GuestVoice. Supervised 12 front desk and food and beverage employees.
Education
Bachelor of Arts (B.A.)
Grand Valley State University2012 – 2016
Dual degree in Public Relations through the School of Communications and Corporate Event Planning through Liberal Studies.
Skills
Activity
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