Kaitlyn Simon Email & Phone Number

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Associate Financial Advisor @ (July 2026 - Present)
Financial Planner @ (October 2025 - July 2026)
Associate Financial Planner @ (December 2024 - October 2025)
Tax Associate @ (July 2023 - December 2024)
Tax Intern @ (January 2023 - April 2023)
Lead Accounts Payable Specialist @ (May 2022 - December 2022)
Tax Intern @ (January 2022 - April 2022)
Accounts Payable Assistant @ (June 2021 - December 2021)
Server @ Revere's Well Street Tavern (May 2018 - June 2021)
Campus Manager @ (August 2018 - May 2019)

University of Wisconsin-Madison
Bachelor of Business Administration - BBA (Accounting)
2017-2021
University of Miami
Bachelor of Science in Business Administration (Marketing/Marketing Management, General)
2018-2019

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.