As a Trading Operations Analyst, Kaleigh ensures the data reported by Carson Group is accurate so advisors can use it effectively in Client Experience Optimizer (C.E.O). With a background in reconciling various data feed and problem solving, she uses her expertise to find efficiencies in the current reconciliation process. She specializes in helping financial professionals maintain the accuracy of their clients’ accounts.
Kaleigh graduated from the University of Nebraska Omaha with a Banking and Finance degree. Prior to joining the team in 2018, she worked for a back- office portfolio account solutions firm for over six years.
Kaleigh was born and raised in Omaha. Kaleigh enjoys reading, crafting and spending time with her husband Don and son, Grayson.
What’s your favorite food:
Pizza, wraps & chicken parmesan
Place you’d most like to visit:
Turks and Caicos
Request an Appointment
Whether you’re preparing for your retirement, navigating the death of a loved one, in the midst of a divorce or changing a job, our comprehensive financial planning services can help you make the smartest decisions for both you and your family.