Verified recordFinancial Services

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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Email

1 credit

k•••••••@investdavenport.com

Phone

5 credits

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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.

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