Kaylah Dailey Email & Phone Number
@econwealth.com
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Who is Kaylah Dailey? Overview
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Kaylah Dailey is listed as Towson University Graduate | Lifetime Learner | Leader at River Wealth Advisors, a company with 17 employees, based in Camp Hill, Pennsylvania, United States. AeroLeads shows a work email signal at econwealth.com and a matched LinkedIn profile for Kaylah Dailey.
Kaylah Dailey previously worked as Client Services Associate at River Wealth Advisors and Executive Assistant at River Wealth Advisors. Kaylah Dailey holds Bachelor Of Business Administration - Bba, Financial Planning from Towson University.
Email format at River Wealth Advisors
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AeroLeads found 1 current-domain work email signal for Kaylah Dailey. Compare company email patterns before reaching out.
About Kaylah Dailey
In May 2022, I graduated from Towson University with a degree in Business Administration with a concentration in Financial Planning. At Towson, I was extremely active on the executive board for the Towson Women's Ice Hockey team holding positions both as President and Captain. I channeled my passion for sports into a position as Sports Club Supervisor, responsible for enforcing school policies and safety regulations while recruiting students to be Safety and Facility Officers.I am a hard worker with the ability to take feedback and be coached. I am always ready and excited to learn new techniques and programs. I pride myself in being extremely organized and responsible. I have experience in wealth management, investments, and providing financial services from my internship at Econ Wealth Management.I am familiar/certified with the following programs:- EMoney Fundamentals Certified- Morningstar Precise- MoneyGuidePro- CharlesSchwab- RedTail
Kaylah Dailey's current company
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Kaylah Dailey work experience
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Executive Assistant
Financial Planning Intern
-Analyze forecast models using MoneyGuidePro to optimize retirement planning for 20+ clients-Transcribe 32+ client meetings discussing financial portfolios; asset management, retirement planning, portfolio management-Utilized enterprise content management system, Precise Software, to monitor client investment accounts and perform financial analysis for.
Sport Clubs Supervisor
-Recruit and approve 70+ Safety and Facility Officers for clubs across the university-Sanction 100+ events hosted at Towson University facilities for all sports club at the university-Directly manage 5 Towson sports clubs to ensure accordance with Towson University policy and regulations according to the agency for each sport
Colleagues at River Wealth Advisors
Other employees you can reach at riverwealthadvisors.com. View company contacts for 17 employees →
Bradford Houchins, Cfp®
Colleague at River Wealth AdvisorsGreater Philadelphia, United States
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Laurentiu Mesaros
Colleague at River Wealth AdvisorsGiurgiu, Romania, Romania
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Rebecca Stevenson
Colleague at River Wealth AdvisorsGreater Harrisburg Area, United States
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Judy Savchak
Colleague at River Wealth AdvisorsNazareth, Pennsylvania, United States, United States
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Gayle Armstrong
Colleague at River Wealth AdvisorsGreater Harrisburg Area, United States
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Benjamin Dum Cfp®
Colleague at River Wealth AdvisorsElliottsburg, Pennsylvania, United States, United States
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Barb Yost
Colleague at River Wealth AdvisorsHarrisburg, Pennsylvania, United States, United States
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Edward O’Gorman, Mba, Cfa
Colleague at River Wealth AdvisorsHarrisburg, Pennsylvania, United States, United States
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HR
Heather Rivas, Cpa, Cfp®
Colleague at River Wealth AdvisorsCamp Hill, Pennsylvania, United States, United States
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Trisha Parks
Colleague at River Wealth AdvisorsGreater Harrisburg Area, United States
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Kaylah Dailey education
Bachelor Of Business Administration - Bba, Financial Planning
Education record
Frequently asked questions about Kaylah Dailey
Quick answers generated from the profile data available on this page.
What company does Kaylah Dailey work for?
Kaylah Dailey works for River Wealth Advisors.
What is Kaylah Dailey's role at River Wealth Advisors?
Kaylah Dailey is listed as Towson University Graduate | Lifetime Learner | Leader at River Wealth Advisors.
What is Kaylah Dailey's email address?
AeroLeads has found 1 work email signal at @econwealth.com for Kaylah Dailey at River Wealth Advisors.
Where is Kaylah Dailey based?
Kaylah Dailey is based in Camp Hill, Pennsylvania, United States while working with River Wealth Advisors.
What companies has Kaylah Dailey worked for?
Kaylah Dailey has worked for River Wealth Advisors, Econ Wealth Management, and Towson University.
Who are Kaylah Dailey's colleagues at River Wealth Advisors?
Kaylah Dailey's colleagues at River Wealth Advisors include Bradford Houchins, Cfp®, Laurentiu Mesaros, Rebecca Stevenson, Judy Savchak, and Gayle Armstrong.
How can I contact Kaylah Dailey?
You can use AeroLeads to view verified contact signals for Kaylah Dailey at River Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Kaylah Dailey attend?
Kaylah Dailey holds Bachelor Of Business Administration - Bba, Financial Planning from Towson University.
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