Guiding Aspiring Financial Professionals to Success
Joining The Bulfinch Group in June 2021, Kaylee serves as a Financial Representative Liaison. In this role, Kaylee acts as a guide to aspiring Financial Representatives committed to joining the firm. She works closely with each candidate, ensuring that they have access to all the information and technology required in order to begin their entrepreneurial career as a Financial Professional at The Bulfinch Group.
Kaylee earned her Bachelor of Science degree in Hospitality Management with a concentration in corporate events from Endicott College. Throughout her college years, Kaylee held a few internships at The Bulfinch Group, alternating between academics and varying marketing and operations roles before accepting a full-time position in June 2021.
With Milford, MA as her hometown, Kaylee is a die-hard Boston Bruins fan, fourth-degree blackbelt and enjoys spending down-time with her family and friends as well as summers in Kennebunk, ME.