Kyanna Franke

About Kyanna Franke

Dedicated Financial Advisor Executive Assistant with a passion for delivering exceptional…

Experience

1. Financial Planning Support Specialist

   Bta Advisory Group

   Mar 2024 — Present · Newport Beach, CA, US

   As a Financial Planning Support Specialist, I provide essential administrative and operational support to financial advisors, helping to streamline client communications, maintain accurate financial records, and ensure the smooth running of office operations. My role involves preparing financial documents, coordinating meetings, managing client data, and supporting compliance efforts. I work closely with the team to ensure clients receive exceptional service, assist with financial planning tasks, and contribute to the overall efficiency of the firm. With a strong attention to detail and commitment to client satisfaction, I play a key role in helping clients achieve their financial goals.

Education

• California State University-Long Beach

  Bachelor of Arts (BA), Business: Marketing

  2011 — 2014

• Orange Coast College

  Associate of Arts (AA), Business Administration

  2009 — 2011

Skills

• Restaurant Management
• Easy to Work with
• Public Speaking
• Microsoft Excel
• Powerpoint
• Community Outreach
• Sales Promotions
• Great Customer Service
• Restaurants
• Marketing Strategy
• Advertising
• Online Marketing
• Food Service
• Hands-on Problem Solver
• Leadership
• Outgoing Personality
• Restaurant Experience
• Microsoft Office
• Sales
• Online Advertising
• Event Planning
• Marketing
• Organized Multi-Tasker
• Catering
• Great in Group Work
• Always Punctual
• Team Building
• Management
• Social Media Marketing
• Time Management
• Hospitality Management
• Social Media
• Customer Service
• Marketing Outreach
• Microsoft Word
• Team Leadership