Kaitlyn Simon Email & Phone Number
Associate Financial Advisor @ Wealth Enhancement Group
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Kaitlyn Simon Location
- Milwaukee, WI, US
Kaitlyn Simon Work
- 2026 -now Associate Financial Advisor @
- 2025 -2026 Financial Planner @
- 2024 -2025 Associate Financial Planner @
- 2023 -2024 Tax Associate @
- 2023 -2023 Tax Intern @
- 2022 -2022 Lead Accounts Payable Specialist @
- 2022 -2022 Tax Intern @
- 2021 -2021 Accounts Payable Assistant @
- 2018 -2021 Server @ Revere's Well Street Tavern
- 2018 -2019 Campus Manager @
Kaitlyn Simon Education
- University of Wisconsin-Madison
Bachelor of Business Administration - BBA (Accounting)
2017-2021 - University of Miami
Bachelor of Science in Business Administration (Delta Sigma Pi Zeta Tau Alpha)
2018-2019
Kaitlyn Simon Summary
- Kaitlyn Simon, based in Milwaukee, WI, US, is currently a Associate Financial Advisor at Wealth Enhancement. Kaitlyn Simon brings experience from previous roles at Wealth Enhancement and Baker Tilly US. Kaitlyn Simon holds a 2017 - 2021 Bachelor of Business Administration - BBA in Accounting @ University of Wisconsin-Madison. Kaitlyn Simon has 1 emails and 1 mobile phone numbers on RocketReach.
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