Kylee Marcy
Investment Advisor Representative at Legato Financial Group
- Role
- Investment Advisor Representative at Legato Financial Group
- Location
- Louisville, KY, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Kylee Marcy
LFG Wealth Partners, LLC is an independent investment advisor that offers a variety of…
Experience
Investment Advisor Representative
Aug 2022 — Present
Skills
- Business Development
- Social Networking
- Cold Calling
- Management
- Microsoft Office
- Sales
- Customer Service
- Social Media Marketing
- Microsoft Excel
- Advertising
- Series 65
- Leadership
- Financial Analysis
- New Business Development
- Sales Management
- Marketing
- Series 63
- Marketing Strategy
- Financial Planning
- Series 6
- Insurance
- Public Speaking
- Marketing Communications
- Social Media
- Strategic Planning
- Account Management
- Event Planning
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