Candy Kilford

Client Relations Specialist and Assistant Portfolio Manager

Candy Kilford is a highly qualified expert, who works in Sva Wealth Management main office of which is in 218. as a Client Relations Specialist and Assistant Portfolio Manager from 2017. Candy Kilford has earned professional experience in more than nine positions at different companies. Candy Kilford went to the Waukesha County Technical College and got education from 2012 to 2013. Candy Kilford has such qualifications as Small Business Certificate and Series 65. Milwaukee, Wisconsin is the city, where the professional was lastly known to be settled. Candy's phone and email can be easily accessed through SoftwareOfficial by request.
Name variants:
Candace Kilford
Last updated Jun 30, 2024

Contact Information

Last Update
Jan 29, 2016
Email
ca**@albertsinvestment.com, ck**@albertsinvestment.com
Location
Milwaukee, WI
Company
Sva Wealth Management

Workplace

Client Relations Specialist and Assistant Portfolio Manager

Work History

Client Relations Specialist and Assistant Portfolio Manager

1221 John Q Hammons Dr, Madison, WI 53717
SVA Wealth Management believes quality service, while meeting the unique needs of each of our clients, is the key to maintaining long-term relationships. For over 25 years, our clients have ...
from Oct 2017

Client Services and Operations Manager

Brookfield, WI
Provide trading, administrative, systems support and office management; requiring considerable judgment, independent analysis and detailed knowledge of investment procedures.
Mar 2014 — Oct 26, 2017

Leader

New York, NY
Member Success is one of the core values at Weight Watchers. As a leader and personal coach, my role was essential to helping members be successful, changing their lives, and feeling better...
Oct 1, 2013 — Sep 2018

Human Resources Manager

Accurate detailed Office Management and Human Resources, focusing on added value through measurable results. Areas of expertise include all duties of HR, including onboarding, terminations, ...
May 2007 — Mar 2014

Business and Human Resource Manager

from May 2007

Administrative Assistant and Customer Service

ADMINISTRATIVE ASSISTANT All aspects of accounts payable/receivable including journal posting, payments and budgeting, with consistently high accuracy. Biweekly and monthly payroll and pa...
Aug 2001 — Apr 2007

Business Manager

2001 — 2007

Mortgage Business Analyst and Funding Manager

100 north Tryon St, Charlotte, NC 28202
MORTGAGE BUSINESS ANALYST Analyze mortgage requirements and work with IT to update mortgage process system. Knowledge of all aspects of escrow, title, and mortgage processes. Responsible...
Sep 1991 — Jun 2001

Funding Manager/System Analyst/Facilitator

1991 — 2001

Occupations

HR Specialist
Human Resource Manager
Business Manager
Recruitment
Operations Manager

Skills

Human Resources
Office Management
Payroll
Office Administration
Leadership
Bookkeeping
Team Building
Microsoft Office
Analysis

FAQs about Candy Kilford

What's the main profession of Candy Kilford?

Candy is a Client Relations Specialist and Assistant Portfolio Manager.

What jobs is Candy a professional at?

The expert is a professional HR Specialist and Human Resource Manager jobs.

Where does Candy Kilford live?

Milwaukee, Wisconsin is the place where Candy Kilford lives

What is Candy Kilford's email?

Candy Kilford's email is ca**@albertsinvestment.com and ck**@albertsinvestment.com.

Where did Candy Kilford work?

Candy Kilford worked at Sva Wealth Management, Alberts Investment Management Inc..

Where has Candy Kilford studied?

Candy studied at the Waukesha County Technical College from 2012 to 2013.

Are there any certifications Candy Kilford has?

Candy Kilford received the following certifications: Small Business Certificate and Series 65.

What is professional industry that Candy Kilford worked in?

This person works in Financial Services industry.
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