Kayla Foltmer Cpfa®

Relationship Manager - Retirement Plans at intellicents

Kayla Foltmer CPFA® currently serves as the WIPN DFW Co-Chair at WE Inspire. Promote. Network. (WIPN) since May 2023 and has been a Relationship Manager for Retirement Plans at intellicents since September 2021. Previously, Kayla held positions including Director of Employer & Participant Services at 22 One Advisors and Assistant Vice President New Business Development Officer at Truist. Other past roles include Sales Associate - 401K at Comerica Bank, Regional Sales Consultant II Workplace Investing and Managing Director at Fidelity Investments, Loan Officer at Oak Street Mortgage, and Health Policy Coordinator at OSU Center for Health Sciences. Kayla earned a Bachelor of Science in Political Science from Texas Tech University.

Links

Previous companies

Fidelity logo
Comerica logo
Truist logo