Kayla Spern
Master of Finance | UMD Smith School of Business | Wealth Management
- Role
- Client Services Associate at Mariner
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Kayla Spern
Currently serving as a Client Service Associate at Mariner Wealth Advisors’ NYC office, I…
Experience
Client Services Associate
Sep 2023 — Present · Columbia, MD, US
Conduct comprehensive tax, retirement, and estate planning for high-net-worth clients, helping them achieve their goals. Develop asset allocation strategies, analyze risk management models, and implement investment portfolios. Drive new business development by implementing marketing campaigns and organizing tax and retirement planning seminars, attracting high-net-worth clients. Improve operational efficiency by integrating risk tolerance and financial goals analysis into the client onboarding process and digitizing client records using CRM systems, streamlining access to documents.
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