Business Development Associate
Kara Felten is a Business Development Associate on the Beacon Pointe National Sales team. She is responsible for coordinating leads from custodial referral channels and maintaining data relevant to the sales process while providing clear communication with our partner offices and Wealth Advisors. She has a strong background in sales, event management, and production which is beneficial to participating in team projects and assisting with initiatives designed to streamline firm policies and procedures. She currently resides in Mission Viejo, CA with her twin daughters. In her free time, she enjoys lake days, concerts, and spending time at the soccer and softball fields with her girls.