![Kelsey Walker](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Kelsey Walker
Nessuna posizione attualmente
Profilo
Ms. Kelsey Walker is Receptionist at Soltis Investment Advisors, Inc. She joined Soltis in 2010 as a receptionist, assisting the team with various office duties.
Her responsibilities include answering the phones, coordinating advisor appointments, filing of client and 401(k) company documents, and assembling materials and resources as needed to assist with client servicing and education.
Ms. Walker received her undergraduate degree from the Dixie State College of Utah.
She graduated from Dixie High School in 2008, where she served as Ambassador President and as Historian for the Dixie High Honor's Society and Senior Class Councils.
She was recipient of the Dixie Spirit Scholarship, Pete and Arline Harman Scholarship, BYU Academic Scholarship, and the Dixie State College Dean's Scholarship.
Precedenti posizioni note di Kelsey Walker
Società | Posizione | Fine |
---|---|---|
Soltis Investment Advisors LLC
![]() Soltis Investment Advisors LLC Investment ManagersFinance Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans. | Corporate Officer/Principal | - |
Formazione di Kelsey Walker
Dixie State University | Undergraduate Degree |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società quotate in Borsa
Aziende private
Società collegate
Aziende private | 1 |
---|---|
Soltis Investment Advisors LLC
![]() Soltis Investment Advisors LLC Investment ManagersFinance Soltis Investment Advisors LLC (Soltis) is an independent registered investment advisory firm headquartered in St. George, Utah. The firm was founded in 1993 by Lon Henderson and Hal Anderson. Soltis provides investment advisory services to individuals and high net-worth individuals; institutions/corporations; trusts, endowments, charitable organizations & foundations; and pension plans & 401(k) plans. | Finance |
- Borsa valori
- Insiders
- Kelsey Walker