Kendra Means Email & Phone Number

Kendra has a deep-rooted history of supporting financial advisors and all facets of their client’s service needs. With over 9 years’ experience in the financial services industry, she has worked for firms with over $425M and $9B in assets under management, respectively. Kendra is well versed in handling high net worth clients including complex confidentiality and servicing. She has created training materials for new-hire and current employees, assisted in the development of multiple teams, and worked on creative solutions for management. She worked directly with a variety of investment advisors in managing their client’s money, maintained accounts in an organized manner, kept thorough books and records, and collaborated with third-party compliance firms. Kendra has partnered with CPA’s, legal counsel and other financial professionals for regulatory reporting. Further, Kendra has comprehensive experience with restricted securities that required working with legal counsel, transfer agents and directly with the client. She enjoys spending time with family and friends especially summer days at Lake Cumberland.

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  Taylor High School