Hailey Costa Email & Phone Number
Director, Client Relationships @ Weiss, Hale & Zahansky Strategic Wealth Advisors
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Hailey Costa Location
- Rhode Island, United States
Hailey Costa Work
- Director, Client Relationships @ (December 2024 - Present)
- Manager, Client Service and Operations @ (January 2023 - December 2024)
- Senior Associate, Client Service and Operations @ (August 2021 - December 2022)
- Financial Analyst @ (April 2019 - August 2021)
- Technical Operations Manager @ (October 2016 - April 2019)
- Operations Associate @ (June 2014 - September 2016)
- Client Service Specialist @ Ameriprise Financial Services (January 2016 - March 2018)
Hailey Costa Education
- Rhode Island College
Bachelor of Science (Accounting)
- Rhode Island College
Master's Degree (Accounting with a Concentration in Personal Financial Planning)
Hailey Costa Skills
- Accounting
- Accounts Payable & Receivable
- Adobe Acrobat
- Cash Collection
- Corporate Finance
- Customer Service
- Essbase
- Financial Analysis
- Financial Services
- Fixed Assets
- General Ledger
- Life Insurance
- Microsoft Excel
- Microsoft Office
- Microsoft Outlook
- Microsoft PowerPoint
- Microsoft Word
- Oracle Discoverer
- Payroll
- Research
- Sales
Hailey Costa Summary
- Hailey Costa, based in Rhode Island, United States, is currently a Director, Client Relationships at WHZ Strategic Wealth Advisors. Hailey Costa brings experience from previous roles at WHZ Strategic Wealth Advisors, Citizens Bank and Diligentiam. Hailey Costa holds a Bachelor of Science in Accounting @ Rhode Island College. With a robust skill set that includes Accounting, Accounts Payable & Receivable, Adobe Acrobat, Cash Collection, Corporate Finance and more. Hailey Costa has 1 emails and 1 mobile phone numbers on RocketReach.
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