Kaitlyn Laney's Location
Scottsdale, AZ, US
Kaitlyn Laney's Work
- Lead Financial Advisor @ Trek Wealth Solutions
- Certified Financial Planner @ Silverhawk Private Wealth
- Financial Consultant @ Fidelity Investments
- Investment Consultant @ Fidelity Investments
- Relationship Manager @ Fidelity Investments
- Internal Sales @ Vanguard
- Sales Leader @ Vanguard
- Client Relationship Consultant @ Vanguard
- College to Corporate Intern @ Vanguard
Kaitlyn Laney's Education
- Arizona State University, W. P. Carey School of Business
Finance, International Business Certification
2007 - 2011
Kaitlyn Laney's Skills
- Financial Services
- Investments
- Leadership
- Mutual Funds
- Customer Service
- Finance
- Sales
- Series 63
- Series 7
- Asset Allocation
Kaitlyn Laney's Summary
Kaitlyn Laney, based in Scottsdale, AZ, US, is currently a Lead Financial Advisor at Trek Wealth Solutions, bringing experience from previous roles at Silverhawk Private Wealth and Fidelity Investments. Kaitlyn Laney holds a 2007 - 2011 Finance, International Business Certification @ Arizona State University, W. P. Carey School of Business. With a robust skill set that includes Financial Services, Investments, Leadership, Mutual Funds, Customer Service and more, Kaitlyn Laney contributes valuable insights to the industry. Kaitlyn Laney has 4 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Kaitlyn Laney you were looking for?
Find contact details for 700 million professionals.
People Like Kaitlyn Laney
-
ViewHarry Lott
Executive Vice President- Chief Financial Officer and Board of Directors at Cleveland State Bank (Cleveland, Wi)
Grenada, Mississippi, United States41 -
View
Lauren Elliott
Treasury Management Officer at Bank of Labor - Labor Division
Kansas City, MO, US31 -
ViewJulia McCormick
Vice President-Financial Planning and Wealth Management at Lw Advisors
West Des Moines, Iowa, United States25+ -
11
-
15+
-
31
-
32
-
34
-
11
-
5+4
-
32
-
32
-
32
-
View
Rick Catt
President and Chief Executive Officer at First Robinson Savings Bank, N.A.
Robinson, IL, US35+ -
22
-
14
Top Trek Wealth Solutions Employees
-
41
-
35+
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
