Kathy Talbot

Kathy Talbot Email and Phone Number

Senior Operations Specialist @ Wealth Enhancement Group
United States
Kathy Talbot's Location
United States, United States
Kathy Talbot's Contact Details
About Kathy Talbot

Experienced, ambitious and detail-oriented individual with extensive operational and analytical background. Effective communicator, problem solver, and team player.

Kathy Talbot's Current Company Details
Wealth Enhancement Group

Wealth Enhancement Group

View
Senior Operations Specialist
United States
Kathy Talbot Work Experience Details
  • Wealth Enhancement Group
    Senior Operations Specialist
    Wealth Enhancement Group
    United States
  • Wealth Enhancement Group
    Senior Operations Specialist
    Wealth Enhancement Group May 2023 - Present
    Rochester, Ny
    Wealth Enhancement Group is an independent financial planning firm with a team approach to comprehensive planning and a commitment to long-term client relationships. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial advisors at Wealth Enhancement Group are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Advisory services offered through Wealth Enhancement Advisory Services, LLC, a registered investment advisor. Wealth Enhancement Group and Wealth Enhancement Advisory Services are separate entities from LPL Financial.The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
  • Manning & Napier
    Senior Fund Services Specialist, Manning & Napier Fund, Inc.
    Manning & Napier Jun 2021 - May 2023
    Fairport, New York, United States
    Advanced operations, problem resolution, client services, relationship management, reporting and analysis, regulatory mailings
  • Manning & Napier
    Product Specialist, Advisory Services
    Manning & Napier Nov 2010 - Jun 2021
    Fairport, New York, United States
  • Manning & Napier
    Senior Account Administrator, Exeter Trust Company
    Manning & Napier May 2004 - Nov 2010
    Fairport, New York, United States
  • Manning & Napier
    Fund Services Associate, Manning & Napier Fund, Inc.
    Manning & Napier Dec 2001 - May 2004
    Fairport, New York, United States
  • Manning & Napier
    Account Administrator, Exeter Trust Company
    Manning & Napier May 1999 - Dec 2001
    Fairport, New York, United States
  • Manning & Napier
    Operational Specialist, Growth Team Member
    Manning & Napier Aug 1997 - May 1999
    Fairport, New York, United States
  • Manning & Napier Advisors, Llc
    Investment Consultant
    Manning & Napier Advisors, Llc Aug 1997 - Apr 2023

Kathy Talbot Skills

Investments Asset Allocation Investment Strategies

Kathy Talbot Education Details

Frequently Asked Questions about Kathy Talbot

What company does Kathy Talbot work for?

Kathy Talbot works for Wealth Enhancement Group

What is Kathy Talbot's role at the current company?

Kathy Talbot's current role is Senior Operations Specialist.

What is Kathy Talbot's email address?

Kathy Talbot's email address is kt****@****ier.com

What is Kathy Talbot's direct phone number?

Kathy Talbot's direct phone number is +158520*****

What schools did Kathy Talbot attend?

Kathy Talbot attended State University Of New York College At Geneseo.

What skills is Kathy Talbot known for?

Kathy Talbot has skills like Investments, Asset Allocation, Investment Strategies.

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