Kiana Petty
Wealth Account Associate at Boston Private Wealth- Claim this Profile
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English Full professional proficiency
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Spanish Full professional proficiency
Topline Score
Bio
Credentials
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SCUBA Certification
PADINov, 2016- Sep, 2024 -
CPR and Lifeguard
American Red CrossMay, 2018- Sep, 2024
Experience
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Boston Private Wealth
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Australia
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Financial Services
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1 - 100 Employee
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Wealth Account Associate
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Jul 2021 - Present
I provide day-to-day ongoing operational support for the Wealth Management division of Boston Private. The Wealth Management business is an SEC Registered Investment Adviser providing comprehensive wealth management and investment advisory services to high-net worth individuals, families, foundations, and institutions. I am responsible for onboarding new client relationship activities through managing operational tasks.Boston Private is now an SVB Company. Learn more about the integration of Boston Private and SVB Financial Group, the parent of Silicon Valley Bank, at www.bostonprivate.com/svb.
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Business Owner
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2014 - Present
In 2014, I started a small importing business as a freshman in high school to raise money for a charity called Osiligi located in Kenya, Africa. I travel to Thailand, India, and Canada to buy elephant pants, handmade leather journals, henna tattoo ink, and handmade headbands directly from suppliers. So far the profits from this business have gone towards sponsoring the eduction of a little girl in Kenya for the past five years, personally delivering school supplies to a school started by the charity in Kenya, and buying myself a blue Jeep.
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Intern
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May 2020 - May 2021
Shadowing property showings, attending house inspections, scaning & posting tenant file notices into Appfolio, organizing tenant & owner property files, answering phones, attending new client interviews, and entering rent checks are some of my daily tasks. Shadowing property showings, attending house inspections, scaning & posting tenant file notices into Appfolio, organizing tenant & owner property files, answering phones, attending new client interviews, and entering rent checks are some of my daily tasks.
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Bay Club
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Blockchain Services
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Lead Lifeguard
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2017 - 2019
Assist the head lifeguard in managing the overall smooth running of the pool club and lead 30+ lifeguards during their shifts. Responsible for club safety and swimming lessons for children age range 3-12. Assistant instructor in Red Cross lifeguard certification requirements. Assist the head lifeguard in managing the overall smooth running of the pool club and lead 30+ lifeguards during their shifts. Responsible for club safety and swimming lessons for children age range 3-12. Assistant instructor in Red Cross lifeguard certification requirements.
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Education
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University of Hawai‘i - Shidler College of Business
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2018 - 2021
University of Hawaii at Manoa
Bachelor's, Finance and International Business
Community
