Kayla has been the Administrative Assistant of Vaillancourt and Lefebvre Wealth Management since January 2018. She graduated from Middlesex Community College in May 2015 with an associate’s degree in Business Administration and she graduated from the University of Massachusetts Lowell in December 2017 with a bachelor’s degree in Management and Marketing and a minor in Psychology. Kayla has many roles from greeting clients, scheduling appointments, processing client service requests, managing compliance tasks, and she also has some experience working in the tax department. Kayla has had experience with customer service since 2012.
Not registered wtih SagePoint Financial, Inc.