Kayla Berg's Location
Palm Beach Gardens, FL, US
Kayla Berg's Work
- Chief Compliance Officer @ Dakota Wealth Management
- Senior Compliance Consultant @ AdvisorAssist
- Senior Compliance Consultant and Vice President @ Compliance Advisor Professionals
- Accountant and Senior Bookkeeper @ Darosa Tax and Business Services
Kayla Berg's Education
- Bridgewater State University
Bachelors (Business Management, Accounting)
2009 - 2013
Kayla Berg's Skills
- Customer Relationship Management
- Regulatory Compliance
- Accounting
- Payroll
- Microsoft Office
- Investment Advisers Act
- Federal and State Regulatory Compliance
Kayla Berg's Summary
Kayla Berg, based in Palm Beach Gardens, FL, US, is currently a Chief Compliance Officer at Dakota Wealth Management, bringing experience from previous roles at Advisorassist, Compliance Advisor Professionals and Darosa Tax and Business Services. Kayla Berg holds a 2009 - 2013 Bachelors in Business Management, Accounting @ Bridgewater State University. With a robust skill set that includes Customer Relationship Management, Regulatory Compliance, Accounting, Payroll, Microsoft Office and more, Kayla Berg contributes valuable insights to the industry. Kayla Berg has 1 email on RocketReach.
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