News By Tag
* Financial Services
* Investment Advisors
* Investment Management
* Social Media
* More Tags...
News By Location
ConnectRoot Expands Client Base through New Corporate “Connections”
"Kelly is a prime example of talking the talk and walking the walk,” said Taylor Justice, co-founder at UniteUS.com. “She met me at NY Tech Meet Up where I was presenting an overview on my company. Kelly sought me out, and wanted to help anyway she could. Subsequently, she made an introduction for Unite US which turned into two new business clients. I'm very grateful for her generosity and the idea behind ConnectRoot. Kelly and ConnectRoot truly are a conduit for strategic connections."
The bank executive involved said of Newsome: “Kelly was born to connect. With experience in all facets of investment management, she knows best practices and best-of-breed providers. She is the right person to have on your side.”
A fruitful relationship also was forged between ConnectRoot’
“Forming our partnership with ConnectRoot is one of the best things our company has done,” said Chad Meyer, managing director, ClearVest. “Kelly Newsome has a breadth of experience in the financial services industry and is therefore able to intuitively identify our business needs, and reach out to her wide network. She has made several extremely valuable introductions for us that we would have never been able to do on our own.”
In addition, Newsome helped forge a relationship between a fee-only financial planning firm in Princeton, NJ, with ConnectRoot’
“I’m pleased that an increasing number of firms and professionals in the financial services industry is relying on me and ConnectRoot’
ConnectRoot launched in October 2013 to make qualified referrals and manage relationships based on client outsourcing needs throughout the financial services industry. Newsome welcomes clients to contact her directly for one-on-one consulting services. Talented professionals who would like to become ConnectRoot Resource Partners are encouraged to contact firstname.lastname@example.org