portfolio administrator at montag wealth management@ MONTAG Wealth Management
Atlanta, Georgia, United States
Kayla Whitaker
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The University of Georgia
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Tell me more about Kayla Whitaker?
FlashIntel GPTKayla Whitaker is an experienced Portfolio Administrator with 11.5 years of work experience. She possesses a wide range of skills including teamwork, leadership, customer service, and Microsoft PowerPoint. Kayla is a friendly personality with excellent time management and financial literacy abilities. She has worked with ultra high net worth clients and has a strong background in sales and time value of money. Kayla has also worked at reputable companies such as MONTAG Wealth Management, Your Retirement Coach, Yeomans Consulting Group, Georgia United Credit Union, and rue21. She is currently based in the United States.
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About
Experienced Portfolio Administrator with a demonstrated history of working with ultra high net worth clients.
Work Experience
portfolio administrator at montag wealth management
Financial Services
Kayla Whitaker's Professional Milestones
- Intern (2016-04-01~2016-09-01): Provided valuable educational support, gaining valuable hands-on experience in the field of medicine.
- Camp Counselor (2012-04-01~2014-08-01): Helped students overcome challenges and improve their quality of life through customized support and guidance.
Education
Financial Planning
Skill
Teamwork
Leadership
Customer Service
Microsoft Powerpoint
Friendly Personality
Time Management
Financial Literacy
Team Building
Sales
Time Value Of Money
Empathy
Marketing
Retail
Certification
Colleagues
Steven Whittington
Director of Business Development
Penny Rolle
office manager ⎮ change agent ⎮ team leader ⎮ project manager ⎮ problem solver | toastmaster president
T. Jackson Keenan, CFP®, APMA®
director of financial planning at montag wealth management
Ned Montag
Chief Executive Officer | New Business Development | Manager Client Relationships | Wealth Management
John Montag
President | Chief Investment Officer
Other Named Kayla Whitaker
Frequently asked questions
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Kayla Whitaker's social media include: Linkedin,
Kayla Whitaker works for MONTAG Wealth Management
Kayla Whitaker's role in MONTAG Wealth Management is portfolio administrator at montag wealth management
Kayla Whitaker works in the industry of Financial Services
Kayla Whitaker's colleagues are Steven Whittington,Penny Rolle,T. Jackson Keenan, CFP®, APMA®
Kayla Whitaker's latest job experience is portfolio administrator at montag wealth management at MONTAG Wealth Management
Kayla Whitaker's latest education in The University of Georgia
