Talk to sales Try for Free
Kiara Turner

Kiara Turner

Followers of Kiara Turner365 followers
location of Kiara TurnerLewisville, Texas, United States

Connect with Kiara Turner to Send Message

Connect

Connect with Kiara Turner to Send Message

Connect

  • Timeline

  • About me

    Manager, Business Development Specialists at Avantax Wealth Management℠

  • Education

    • North Central Texas College

      -

  • Experience

    • Wells Fargo

      Jan 2013 - Mar 2017

      • Service Manager

        Dec 2016 - Mar 2017

      • Personal Banker

        Jan 2014 - Dec 2016

      • CSSR

        Jun 2013 - Jan 2014

      • Teller

        Jan 2013 - Jun 2013

    • Bank of America

      Mar 2017 - Jan 2018
      Relationship Manager

    • Avantax Wealth Management℠

      Jan 2018 - now

      • Manager, Business Development Specialists

        Dec 2019 - now

      • Business Development Specialist

        Jan 2018 - Dec 2019

  • Licenses & Certifications

    • Uniform Securities State Law Examination 63

      North American Securities Administrators Association (NASAA)
      Feb 2023

    • Business Strategy

      McKinsey & Company
      Aug 2022
      View certificate certificate

    • Problem Solving

      McKinsey & Company
      Jul 2022
      View certificate certificate

    • General Securities Representative Exam 7

      FINRA
      Sept 2019

    • A2E Business Fundamentals

      McKinsey & Company
      Oct 2022
      View certificate certificate

    • McKinsey Academy’s Management Accelerator Program

      McKinsey & Company
      Oct 2022
      View certificate certificate

    • Securities Industry Essentials (SIE)

      FINRA
      Feb 2019