Annette Kendall, Cepa®

Annette Kendall, Cepa® Email and Phone Number

Vice President | Financial Advisor | Financial Planning Specialist at the PacWest Group at Morgan Stanley @ Morgan Stanley Wealth Management
Portland, OR, US
Annette Kendall, Cepa®'s Location
Portland, Oregon Metropolitan Area, United States, United States
Annette Kendall, Cepa®'s Contact Details

Annette Kendall, Cepa® personal email

Annette Kendall, Cepa® phone numbers

About Annette Kendall, Cepa®

Annette Kendall, Cepa® is a Vice President | Financial Advisor | Financial Planning Specialist at the PacWest Group at Morgan Stanley at Morgan Stanley Wealth Management. She possess expertise in cash management, banking, lines of credit, cash flow, relationship management and 18 more skills.

Annette Kendall, Cepa®'s Current Company Details
Morgan Stanley Wealth Management

Morgan Stanley Wealth Management

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Vice President | Financial Advisor | Financial Planning Specialist at the PacWest Group at Morgan Stanley
Portland, OR, US
Annette Kendall, Cepa® Work Experience Details
  • Morgan Stanley Wealth Management
    Morgan Stanley Wealth Management
    Portland, Or, Us
  • Morgan Stanley Wealth Management
    Vice President- Financial Advisor
    Morgan Stanley Wealth Management Aug 2024 - Present
    © 2024 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via social network messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service.The information or content made available on this profile does not provide individually tailored investment advice and is not an offer to buy or sell any security or to participate in any investment strategy.MSSB Financial Advisors may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where they are registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance. No fee is paid in exchange for any award. For important information about any registrations, designation(s) and/or the ranking methodology for any award[s] listed, please see https://advisor.morganstanley.com/the-pacwest-group. The information or content is for US residents only and subject to the following disclosures: http://www.morganstanley.com/disclaimers/mswm-email.html.NMLS#: 737843
  • Morgan Stanley
    Vice President- Associate Market Manager
    Morgan Stanley Jul 2023 - Jul 2024
    New York, Ny, Us
  • First Republic Bank
    Senior Relationship Manager
    First Republic Bank Apr 2012 - Jun 2023
    San Francisco, Ca, Us
  • First Citizens Bank
    Financial Services Officer
    First Citizens Bank Oct 2010 - Apr 2012
    Raleigh, North Carolina, Us
  • Wells Fargo
    Service Manager/ Banker/ Business Specialist
    Wells Fargo Jan 2002 - Oct 2010
    San Francisco, California, Us

Annette Kendall, Cepa® Skills

Cash Management Banking Lines Of Credit Cash Flow Relationship Management Mortgage Lending Refinance Treasury Management Financial Services Commercial Banking Wealth Management Underwriting Strategic Financial Planning Credit Consumer Lending Customer Service Small Business Credit Analysis Strategic Financial Private Banking Small Business Lending Loans Commercial Lending

Annette Kendall, Cepa® Education Details

  • George Fox University
    George Fox University
    Project Management

Frequently Asked Questions about Annette Kendall, Cepa®

What company does Annette Kendall, Cepa® work for?

Annette Kendall, Cepa® works for Morgan Stanley Wealth Management

What is Annette Kendall, Cepa®'s role at the current company?

Annette Kendall, Cepa®'s current role is Vice President | Financial Advisor | Financial Planning Specialist at the PacWest Group at Morgan Stanley.

What is Annette Kendall, Cepa®'s email address?

Annette Kendall, Cepa®'s email address is an****@****ens.com

What is Annette Kendall, Cepa®'s direct phone number?

Annette Kendall, Cepa®'s direct phone number is +151044*****

What schools did Annette Kendall, Cepa® attend?

Annette Kendall, Cepa® attended George Fox University.

What skills is Annette Kendall, Cepa® known for?

Annette Kendall, Cepa® has skills like Cash Management, Banking, Lines Of Credit, Cash Flow, Relationship Management, Mortgage Lending, Refinance, Treasury Management, Financial Services, Commercial Banking, Wealth Management, Underwriting.

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