Caylee Howser Lemetyuynen
Director of Client Experience @Peterson Wealth Advisors, Springfield, Mo
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WORK HISTORY
Director of Client Experience @Peterson Wealth Advisors, Springfield, Mo
Springfield, MO, US
In my role as Director of Client Experience I specialize in building Qualified and Non-Qualified accounts for clients who are nearing retirement. I frequently initiate Rollovers and Transfers from directly held accounts, execute large numbers of trades in client accounts, prep all client appointments for the advisor, and coordinate any large scale communications and events. I am motivated in my position by our clients. Working with them, helping them achieve their goals, and building those connections is the most rewarding aspect of my position.
EDUCATION
Kickapoo High School
High School Diploma
Drury University
Finance, Finance and Financial Management Services
ABOUT CAYLEE HOWSER LEMETYUYNEN
I am currently working as Senior Assistant and Director of Client Experience at Peterson Wealth Advisors while pursuing my Bachelor\'s degree in Finance and Political Science at Drury University. Academically, I excel in data analysis and research, information retention, academic writing, and reading comprehension. In my current role at Peterson Wealth Advisors I specialize in building Qualified and Non-Qualified accounts for clients who are transitioning into retirement. I frequently initiate Rollovers and Transfers from directly held accounts, execute large numbers of trades in client accounts, prep all client appointments for the advisor, and coordinate any large scale communications and events. I am motivated in my position by our clients. Working with them, helping them achieve their goals, and building those connections is the most rewarding aspect of my position. Prior to pursuing a college education and professional development, I achieved academic excellence at Kickapoo High School. I served as the Student Body Secretary, National Honor Society Member, and News editor of the magazine.
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