Name variants:
Kayla Wilmot
Last updated May 30, 2024
Contact Information
Last Update
Jul 8, 2022
Email
kw**@iplangroup.com
Location
Cleveland, OH
Company
Workplace
Administrative
Cleveland, OH
Industry
Accounting, Accounting/Auditing/Bookkeeping
Colleagues
Work History
Senior Investment Coordinator
28011 Clemens Rd SUITE B, Westlake, OH 44145
Kayla is an exceptional addition to the iPlan Service Team. She has a wealth of knowledge and skillsets obtained through over 10 years of experience in the customer service and financial ind...
Aug 2012 — Feb 2018
Education
2000 — 2002
Occupations
Executive
Chief Administrative Officer
Coordinator
Engineer
Customer Service
Sales Specialist
Client Service Officer
Artist
Model
Chief Executive
Managers
Skills
Investments
Asset Management
Sales
Crm
Management
Customer Service
Investment Properties
Alternative Investments
Real Estate
Iras
Banking
Leadership
Insurance
Retirement
Mortgage Lending
Retirement Planning
Loans
Portfolio Management
Credit
Training
401K
Asset Managment
Equities
Financial Analysis
Financial Modeling
Microsoft Excel
Fixed Income
Valuation
Microsoft Office
Risk Management
Lotus Notes
Financial Structuring
Process Improvement
Salesforce.com
Call Centers
Roth Ira
Team Leadership
Relationship Management
Employee Benefits