Kate Messina

Kate Messina

Assistant Financial Analyst

Followers of Kate Messina96 followers
location of Kate MessinaSouthbury, Connecticut, United States

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  • Timeline

  • About me

    Kennedy Wealth& Tax Management

  • Education

    • Long Island University

      -
      Bachelor’s Degree Marketing

      Activities and Societies: Merit Fellowship

  • Experience

    • Baron Capital Group, Inc.

      Jan 1986 - Jan 1989
      Assistant Financial Analyst

      Performed research and analytical functions for a fast growing money management firm.

    • CareSys, Inc.

      Jan 1991 - Jan 1992
      Marketing Coordinator

      Developed and compiled marketing proposals. Coordinated and prepared sales presentations and corporate representation at trade meetings and workshops. Produced marketing and promotional materials, along with preliminary client reports for sales presentations.

    • CareSys, Inc.

      Mar 1992 - Mar 1996
      Supervisor - Administrative Coordinator

      Supervised team of Administrative Case Coordinators providing workers' compensation managed care services to client accounts. Identified and resolved client service issues related to daily operations and served as liaison between clients, client support and claims personnel. Developed and produced individual case, monthly, quarterly and annual reports through data analysis.

    • K & W Construction, LLC

      Feb 2004 - Jul 2017
      Office Manager/Administrative Assistant

      13 years in a fast-paced family-owned site construction company, which enhanced my organizational and analytical skills and afforded me the opportunity to develop multi-tasking abilities and contribute to and learn various aspects of the company, including:Prepared bid proposalsProduced in-house marketing materialsManaged payroll and human resource functions - distributed and processed new hire paperwork - processed weekly payroll and corresponding reports - prepared weekly and quarterly taxes Show less

    • Amphenol RF

      Nov 2017 - Nov 2023
      Senior Office Administrator
    • Kennedy Wealth & Tax Management

      Dec 2023 - now
      Administrative Assistant
  • Licenses & Certifications

  • Volunteer Experience

    • Volunteer

      Issued by Southbury Needy Fund on Nov 2010
      Southbury Needy FundAssociated with Kate Messina
    • Volunteer

      Issued by St. Vincent DePaul Mission on Jan 2010
      St. Vincent DePaul MissionAssociated with Kate Messina
    • Home Repair/Fellowship

      Issued by Group Workcamps Foundation on Jul 2012
      Group Workcamps FoundationAssociated with Kate Messina