KB

Kaley Barts

Client Experience Manager at Inmar

Kaley Barts has a diverse work experience. Kaley started their career as a Classroom Assistant at Kids 'R' Kids International, Inc. in 2015. From 2016 to 2019, they worked as a Golf Coach at Dona Lerner Golf Academy and later at the North Carolina State University Club. In 2018, they interned at Bice Wealth Management while also working as a Golf Coach. From 2020 to 2022, they served as a Financial Administrative Assistant at Bice Wealth Management. In 2022, they joined Trident Financial Group as a Client Relationship Specialist & Office Manager until 2023. Currently, they are working at Inmar Intelligence as a Client Experience Manager.

Kaley Barts attended Catawba College from 2016 to 2020, where they obtained a minor in Economics. During the same period, they also pursued studies in Integrated Marketing and Communication, but the specific degree they obtained in this field is not mentioned. In terms of additional certifications, Kaley Barts obtained the following: Securities Industry Essentials (SIE) certification from FINRA in May 2021, Notary Public certification from the North Carolina Department of the Secretary of State in November 2020, and Life Insurance Agent certification from NCDOI in September 2020.

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Timeline

  • Client Experience Manager

    March, 2023 - present