Kaylee Harteloo

Associate at Highland Private Wealth Management
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Seattle Area, US

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Bio

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Credentials

  • Series 66
    NASAA
    Jan, 2022
    - Nov, 2024
  • Series 7
    FINRA
    Nov, 2021
    - Nov, 2024
  • SIE
    FINRA
    Aug, 2020
    - Nov, 2024
  • Microsoft Excel Certification
    University of Washington - Michael G. Foster School of Business
    Apr, 2020
    - Nov, 2024

Experience

  • Highland Private Wealth Management
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate
      • Mar 2022 - Present

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Solutions Advisor
      • Sep 2021 - Mar 2022

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • ADP Relationship Manager
      • Jul 2020 - Sep 2021

    • PPP Loan Tester
      • May 2020 - Jul 2020

      Worked along side the bank to assist the funding of the Cares Act Paycheck Protection Program loans for Small Businesses. Worked in various roles during this time including loan testing, quality assurance, and re-testing.

  • Sole Food
    • Supervisor
      • Sep 2019 - Jul 2020

  • Bank of America
    • United States
    • Banking
    • 700 & Above Employee
    • Advisor Development Intern
      • Jun 2019 - Aug 2019

  • AMERICAN EAGLE OUTFITTERS INC.
    • United States
    • Retail
    • 700 & Above Employee
    • Lead Cashier
      • Apr 2019 - May 2019

      Was promoted to lead cashier and was in charge of making sure all customers had the best experience as they were checking out. Also verified transactions of other employees to make sure they weren't fraudulent.

    • Sales Associate
      • Sep 2018 - Apr 2019

  • Justice
    • United States
    • Retail
    • 700 & Above Employee
    • Lead Sales Associate
      • Jul 2017 - Sep 2018

      Key holder and part time manager. Was in charge of the operations side of the business. Was in charge of monthly supply orders, planned and executed floorsets, verified all shipment was being processed correctly and efficiently, coached associates and trained them on new tasks.

    • Sales Associate
      • Jul 2014 - Jul 2017

  • Palm Beach Tan
    • United States
    • Retail
    • 700 & Above Employee
    • Sales Associate
      • Jun 2016 - Feb 2017

Education

  • University of Washington - Michael G. Foster School of Business
    Bachelor of Business Administration - BBA, Finance, General
    2018 - 2020
  • Boston University
    Certificate, Certified Financial Planning
    2022 - 2023
  • Clark College
    Associate of Arts - AA, Business Administration and Management, General
    2015 - 2017
  • Hockinson High School
    High School Diploma
    2011 - 2015

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