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Kaylee L. Maccarone

Virtual CFO Client Success Manager
| Connect with Kaylee
Specialties
  • Client Service
  • Project Management
  • Client Onboarding

Professional Profile

Kaylee uses her prior experience in client management and sales to work with people and build relationships. As a client success manager, Kaylee onboards new clients and welcomes them to the firm. She also tracks projects to ensure they stay on target and maintains communication with clients regarding the Virtual CFO team’s progress towards their deliverables. She enjoys making clients feel comfortable and supported.

Joined the firm in 2022

Education and Certifications

  • B.A., Marketing, University of Arizona, Tucson, AZ

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