Kaysi Whelan
Financial Advisor helping individuals and business owners to create, build, and preserve wealth
- Role
- Financial Services Professional at NYLIFE Securities LLC
- Location
- Beaverton, OR, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kaysi Whelan
At Strata Financial Partners, I work with pre-retirees, business owners, women, and…
Experience
Financial Services Professional
Feb 2020 — Present · Portland, OR, US
Registered Representative offering securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, A Licensed Insurance Agency.
Education
Sienna Scuola Per Lingua, Italy
Diploma
San Jose State University
Bachelor of Arts (B.A.)
Skills
- Sales
- Retail
- Customer Service
- Public Speaking
- Cosmetics
- Beauty Industry
- Event Planning
- Skin Care
- Marketing
- Time Management
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