Kayla W.
Financial Advisor at Davenport & Company Llc
Based in Raleigh, United States
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Seniority
Staff
Department
Finance & Accounting
Location
Raleigh
Industry
Financial Services
Company size
444
Contact information
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k•••••••@investdavenport.com
Phone
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Background
About Kayla W.
I have worked as a Financial Services Representative for several years where I've gained valuable experience interacting with individuals from all backgrounds while assisting them in reaching their financial goals in the area of education and retirement. Through my experience, this has helped enhance my communication skills both verbal and written. Through classes I have taken at East Carolina University, I have gained significant knowledge in Microsoft Excel and PowerPoint. At UPC Insurance, I was left responsible for the accounts payable department for three weeks while shadowing the AP manager during my remaining time.This taught me responsibility to keep track of two email inboxes and to key invoices and do expense runs in a timely manner. While at Gather Uptown, I received the title of top leasing agent my last month on the job.
Decision-makers
Other people at Davenport & Company Llc
- JLC-Team
James Lipscomb
Executive Vice President · General Business & Management
- JPStaff
Jeffrey Poulson
Client Services Associate · Customer/Client Service
- RHVp
Richard Henry
Vice President - Investments · Finance & Accounting
- DTVp
Dennis Tarrant
Senior Vice President - Investments · Finance & Accounting
- TPDirector
Tj Ptachick
Investment Executive · Finance & Accounting
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