Kayla Cross

Experience

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  NSA

  Sept 2013 - Jun 2014

  Assistant

  Managed the day-to-day calendar for the organization’s deputy director. Processed department’s timesheets biweekly. Maintained and reserved the executive conference room calendar. Managed a $3000 quarterly budget for office supplies. Organized office morale events. Trained in malware analysis.

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  Genki Sushi - Honolulu

  Jun 2015 - Sept 2015

  Server
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  Sushi Bear

  Mar 2016 - Jun 2018

  Server

  Interacted with employees and customers in a friendly and welcoming manner. Learned a large and constantly changing menu. Experienced working with a diverse staff of professionals in a fast pace environment.

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  UC Irvine

  Aug 2016 - Jun 2018

  Resident Advisor

  Planned and led educational and community building programs for my residents. Ensured students are comfortable and welcomed in their living environments. Was on-call for any issues that arose in the community.

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  LPL Financial

  Aug 2017 - Aug 2020

  Assisting in the growth and development of current financial advisors businesses through marketing techniques. Providing time management skills, datamining tools, and extensive analysis to supply the team with valuable information and eliminate inefficiencies. Analyzing performance of individual advisors through client relationship databases to ensure weekly goals are met and surpassed. Overseeing the hiring, education, and management of a class of 20 interns each semester. In charge of creating proposals for perspective clients and annual review presentations for current clients. *The financial consultants at Madrid Retirement Advisors are registered representatives with and securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through Madrid Financial Services, a registered investment advisor. Madrid Financial Services and Madrid Retirement Advisors are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial consultants affiliated with Madrid Retirement Advisors are registered to do business in the following states: CA & AZ Show less Engaged in the daily operations of the financial management industry. Received training from seasoned financial professionals in various segments of the financial world including: day-to-day operations, portfolio design and maintenance, financial planning, and outbound calling. Developed skills in using client relationship databases and analysis software such as Morningstar. Participated in weekly learning seminars covering a variety of topics: Different types of accounts (IRA, Roth IRA, 401k, Trust, Individual), types of investment products, and taxation. Show less

  • Client Services Manager

    Jul 2018 - Aug 2020

  • Assistant

    Aug 2017 - Jun 2018
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  Lido Advisors, LLC

  Sept 2020 - now

  • Vice President, Private Client Services

    Jan 2024 - now

  • Team Lead, Private Client Services

    Jul 2022 - Jan 2024

  • Associate, Private Client Services

    Sept 2020 - Jul 2022