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Kayla Kaltenecker

Kayla Kaltenecker

Associate, Private Client Services

Lido Advisors

Los Angeles County, CA

Driven to help women achieve their dream life by harnessing their financial power and money mindfulness. You're good at what you do and get compensated according. Now let's use the tools of finance to maximize your impact in the areas you care about most. And challenge the status quo of what we "should ...

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Lido Advisors, LLC

Registered Associate

- Maintains and completes subscription documentation for 15+ alternative investments, including necessary internal compliance paperwork and custodian forms
- Communicates with clients to send, receive, and verify completion of private investment paperwork.
- Communicates with fund operators and account custodian regarding money movement.
- Maintains and analyzes records of alternative investment department workflow to communicate to firm directors.
- Disperses quarterly reports and annual tax forms (Schedule K-1) to clients.

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J & Y Business Group

Operations Associate

-Answered customer inquiries of new and existing accounts via phone and email.
-Created and carefully reviewed contracts for leases.
- Managed credit and fraud risk by conducting identity and financial verification checks.
- Dependably improved customer experience through effective communication regarding the leasing process, and proactive resolution of conflicts and concerns.

Career

Miami University

Bachelors of Arts, Economics, Political Science

Bang Zoom! Entertainment

Executive Assistant / Business Development Intern

• Managed CEO’s complex and frequently changing calendar and travel arrangements
• Conducted research and executed office management projects not limited to improving work flow logistics and overseeing building improvements.
• Headed Client Appreciation Program to grow client relationships.
• Scheduled meetings and oversaw communication across all members of busy executive team

UK Trade and Investment

UKTI Intern

• Assisted with the preparation, organization and execution of outward and inward trade missions, networking receptions, visit programs and other platforms, including Sync Mission 2015.
• Conducted research on inward investment prospects into the UK in financial services and creative industries as well as market research for sector related reports on behalf of British companies.
• Expanded the Customer Relations Management Database through acquiring and documenting contact details and interactions in support of team targets.
• Performed administrative duties in support of the overall UKTI office management.

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