Kayla Kaltenecker

Kayla Kaltenecker

Vice President, Portfolio Operations at Lido Advisors, LLC

Los Angeles, California, United States

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Work Experience

Lido Advisors, LLC

Vice President, Portfolio Operations

2023-10-01 — Present

Lido Advisors, LLC

Vice President, Wealth Manager

2021-07-01 — 2023-10-01

Lido Advisors, LLC

Relationship Manager

2019-08-01 — 2021-01-01

Lido Advisors, LLC

Private Client Services Associate

2018-04-01 — 2019-07-01

Lido Advisors, LLC

Operations Associate

2017-01-01 — 2018-04-01

J & Y Business Group (Leaseville)

Operations Associate

2016-06-01 — 2017-01-01

Bang Zoom! Entertainment

Executive Assistant / Business Development Intern

2015-09-01 — 2016-01-01

Kaltenecker Inc.

Accounting Assistant

2012-01-01 — 2017-01-01

Skills

alternative investments asset allocation family office development legacy planning professional wealth services risk management

Languages

English