Kali Kellup

Experience

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  Sears, Roebuck and Co.

  Mar 2006 - Sept 2008

  Customer Service Representative

  Accounts Receivable & Customer Retention

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  Mercedes-Benz USA

  Nov 2013 - Jan 2016

  Quality Assurance/Inspections

  Provided Quality Assurance & Inspections for the world class leader in the automotive industry. Testing the functions and electrical systems of all the vehicles that come from Germany into the U.S by way of shipping and receiving. My function was to ensure the Mercedes-Benz brand was of the highest quality while the technology was constantly being updated.

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  New York Life Insurance Company

  Jan 2016 - Oct 2024

  Agent

  Building relationships with clients beyond transaction basis. Discuss concerns and needs of individuals. Present potential insurance solutions using a world class suite of products and services. We offer high quality life insurance products and solutions for retirement planning needs.

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  Legaci Tomorrow | Guardian Life

  Mar 2024 - now

  Financial Representative

  I specialize in working with business owners and professionals, to implement effective tax reduction strategies, that allows them to maximize cash flow and reduce tax liabilities, while mitigating risk ultimately improving their overall financial health.I understand that running a business comes with many financial challenges. Between managing expenses, keeping up with tax obligations, and ensuring you have enough cash flow to operate smoothly, it can be overwhelming. Thats where we come in to guide you through the uncertainty with strategic and thorough planning.Born in Gardena, California currently reside in Los Angeles. I've been working in the financial services industry over 15 years working with small businesses and helping to bring financial literacy education to the youth of my community. When I am not helping my clients, I enjoy reading to enhance my knowledge and skills. Hiking and exercise with my family and friends is important to me as it is a lifestyle choice to live healthy and I believe health is true wealth. Show less