kylie felker

principal and chief operations officer

About

Operations and compliance professional with a strong focus on providing solutions for problems and growing our firm's footprint. Manage and coordinate the day-to-day responsibilities within Accounting, HR, Operations, IT, Marketing, Vendor Relationships and Client Service. Support partners and other financial advisors to accomplish overall company goals.

Country

united states

City

greenville

Industry

investment management

Skill

accounting, management, financial reporting, leadership, human resources, crm, financial analysis, microsoft excel, strategic planning, internal audit, budgets, process improvement, investments, strategic partnerships

Experience

principal and chief operations officer

foster victor wealth advisors

chief operating officer

greenville startup

2016-3 - 2016-5 · 3 mos

Working to build a new financial services solution in Greenville, SC! Can't wait to share more in the upcoming months.

operations manager

elliott davis investment advisors

2012-5 - 2012-7 · 3 mos

Responsible for promoting operational efficiency by streamlining processes and procedures, and integrating various business entities and software applications.

business development specialist

elliott davis investment advisors

2011-7 - 2012-5 · 11 mos

Coordinated marketing efforts by planning events, navigating strategic development, and cultivating relationships.

operations specialist

elliott davis investment advisors

2009-9 - 2011-7 · 1 yr 11 mos

Facilitated client service through management of Broker Dealer and RIA operations

legal department intern

the lubrizol corporation

2006-6 - 2008-8 · 2 yrs 3 mos

* Invited back to work for 3 consecutive summer internships * Communicated with foreign entities to secure power of attorneys in over 20 countries * Coordinated "Going Green" efforts by preparing online databases and hyperlink systems * Assisted with legal acquisition of Noveon into Lubrizol * Facilitated work flows between the patent department and respective business segments

chief operating officer

fintrust investment advisors, llc

2012-7 - 2016-3 · 3 yrs 9 mos

* Kylie aims to provide progressive solutions to clients, colleagues, and business partners alike, through her role as Chief Operating Officer. Kylie manages all back office functions, including internal accounting and financial reporting, human resources, vendor relationships, client servicing and regulatory compliance. * Analyze sales and expenses to maximize profitability, as well as coordinate annual financial audits * Manage HR functions and maintain compliance with current HR/benefits/payroll/regulatory legislation and related issues * Manage insurance programs, including health & welfare and property & casualty lines of coverage, with assistance of broker * Manage the Broker Dealer while integrating the RIA platform to optimize operational effectiveness * Responsible for implementation and maintenance of regulatory compliance, including FINRA, SEC and DOL requirements, as well as internal financial controls * Completed entire organizational restructuring, including name change, rebranding, and launching of a new business entity within the first 6 months of being appointed COO

Education

the wharton school

university of north carolina at chapel hill

2020-1 - 2022-1 · 2 yrs 1 mo

furman university

accounting

2005-1 - 2009-1 · 4 yrs 1 mo

Activities and Societies: Volunteer Income Tax Assistance, Kappa Delta Sorority, Accounting Society VP-PR, Furman Leadership Programs, Buckeye Girls State