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

  1. Financial Services Professional

    NYLIFE Securities LLC

    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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Kaysi Whelan — Financial Services Professional at NYLIFE Securities LLC in Beaverton, OR, US | Unifers