Kailee Hicks, Fpqp™, Cdfa
About Kailee Hicks, Fpqp™, Cdfa
Kailee Hicks is a Customer Service Manager and Paraplanner at The Colony Group in Calabasas, California. She coordinates marketing events, assists with client meetings, and provides investment research and financial planning recommendations.
Work at Colony
Kailee Hicks has been employed at The Colony Group since 2021, serving as a Customer Service Manager and Paraplanner. In her role, she coordinates marketing events as part of her responsibilities in client service management. She also assists in the preparation for client meetings, aiming to enhance the overall service delivery experience for clients.
Education and Expertise
Kailee Hicks studied at the College for Financial Planning, where she achieved her Paraplanner Designation. Additionally, she attended California State University Channel Islands, earning a Bachelor's degree in Business/Commerce. Her educational background supports her expertise in financial planning and client service.
Background
Kailee Hicks is based in Calabasas, California, United States. She has accumulated three years of experience in her current position at The Colony Group, contributing to her knowledge and skills in customer service and financial planning.
Professional Responsibilities
In her capacity as a Customer Service Manager and Paraplanner, Kailee Hicks provides investment research and preliminary financial planning recommendations. Her work supports financial advisors in delivering informed advice and services to clients.