Kelly Heath

Kelly Heath Email and Phone Number

Client Service Team Lead @ HoyleCohen Wealth Management
san diego, california, united states
Kelly Heath's Location
Los Angeles Metropolitan Area, United States
Kelly Heath's Contact Details

Kelly Heath personal email

n/a
About Kelly Heath

Experienced Operational Specialist with a demonstrated history of working in the investment management industry. Skilled in Opening New Accounts, Operational Workflows, Document Review, and Investment Regulations.

Kelly Heath's Current Company Details
HoyleCohen Wealth Management

Hoylecohen Wealth Management

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Client Service Team Lead
san diego, california, united states
Website:
hoylecohen.com
Employees:
38
Kelly Heath Work Experience Details
  • Hoylecohen Wealth Management
    Customer Service Team Lead
    Hoylecohen Wealth Management Apr 2021 - Present
    Santa Monica, California, United States
    Currently serving as a Client Service Manager consisting of a team of three Client Service Associates. I provide coaching, guidance with custodial and client issues assisting to find resolution, and expertise surrounding complex account structures with a focus on trust and estates. Passionate about automation and leveraging technology to create workflow efficiencies to enhance overall client experience and business development.
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  • Adviceperiod
    Operations Team Member
    Adviceperiod May 2019 - Mar 2021
    Greater Los Angeles Area
    Responsible for supporting 28 advisors in three time zones across the US. Conducts trades, wires, money movements, prepared all client facing documentation to open new accounts. Coordinates with senior management and CCO to make recommendations about my findings in external documentation and requisite client data to comply with the Patriot Act. Makes recommendations to management to improve workflows and create efficiencies with our custodial relationships. Gained experience working with Charles Schwab, TDA, and Fidelity.
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  • Bel Air Investment Advisors
    Operations Specialist
    Bel Air Investment Advisors Aug 2014 - Apr 2019
    Greater Los Angeles Area
    Served as team lead on opening of new accounts and maintenance of existing client relationships. Completed initial review of new account and external client documents and provide Compliance and General Counsel recommendations based on my preliminary findings. Reviewed current workflows and made recommendations to management to improve interdepartmental efficiencies while adhering to firm policy and regulatory requirements. Responsible for creating and maintaining all client facing documents. Served as a backstop to margin and transaction processing desk by calculating margin, wire funds, settling prime trades, corporate actions, and margin items for attention.
  • Jpmorgan Chase & Co.
    Investment Associate
    Jpmorgan Chase & Co. Oct 2012 - Feb 2014
    Greater New York City Area
    Responsible for monitoring and maintaining client accounts across complex structures and various investment products. Facilitated and coordinated new client on-boarding relationships including opening new accounts and transferring assets. Managed daily client transactions and inquiries within established deadlines in accordance with firm policy and regulatory requirements.
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Kelly Heath Skills

Microsoft Office Microsoft Excel Microsoft Word Adobe Acrobat Opening New Accounts Onboarding Investments Client Accounts Regulations

Kelly Heath Education Details

  • Laboratory Institute Of Merchandising
    Laboratory Institute Of Merchandising
    Marketing

Frequently Asked Questions about Kelly Heath

What company does Kelly Heath work for?

Kelly Heath works for Hoylecohen Wealth Management

What is Kelly Heath's role at the current company?

Kelly Heath's current role is Client Service Team Lead.

What is Kelly Heath's email address?

Kelly Heath's email address is kh****@****llc.com

What schools did Kelly Heath attend?

Kelly Heath attended Laboratory Institute Of Merchandising.

What skills is Kelly Heath known for?

Kelly Heath has skills like Microsoft Office, Microsoft Excel, Microsoft Word, Adobe Acrobat, Opening New Accounts, Onboarding, Investments, Client Accounts, Regulations.

Who are Kelly Heath's colleagues?

Kelly Heath's colleagues are Caeli Cusworth, Laura Decker, Steve Taddie, Laura Lalonde, Lucien Heilbronner, Colleen Gepp, Cfp®, Katherine Siriwan, Cfp®.

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