Profile background

Andrea Kenner

Profile avatar
Helping Individuals Secure their Financial Futures
Denver | US

Skills

  • Wealth Management Strategies
  • Employee Benefit Strategies
  • Financial Advisory Services
  • Retirement Planning Strategies
  • Risk Management
View all

Interests

No information

Industries

No information

HomeSummaryActivityProjectsWork experienceEducation historyConnectionsCompanies

In my own words

Andrea

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

Trajectory

Jan 2024 — Now
Financial Advisor · Equitable Advisors
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
Mar 2021 — Aug 2023
General Manager · Highgate
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.
Apr 2019 — Mar 2021
General Manager · Island Hospitality Management
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.
Aug 2018 — Apr 2019
Director of Sales · Island Hospitality Management
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
Apr 2018 — Aug 2018
Director Of Rooms · Island Hospitality Management
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.
Mar 2017 — Apr 2018
Front Office Manager · Island Hospitality Management
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.

Activity

Education history

Grand Valley State University logo

Grand Valley State University

Bachelor of Arts (B.A.) | 2012 - 2016

Connections

Todd Kerbs profile background
Todd Kerbs profile photo

Todd Kerbs

Colorado Outside Rep
Slackers/ B-4 Adventure

View all