Kendall Lobo Email & Phone Number

San Diego, California, United States

Leads compliance and due diligence efforts for all new & prospective clients while maintaining advanced subject matter expertise across all divisions and software products. Conducts MCT’s annual SOC 1 Type 2 and SOC 2 Type 2 Audits while working cross-functionally across all teams to report evidence timely and accurately. Developed MCT's ESG Policy. Maintains all policies and procedures, manages business insurance & license renewals, and keeps up to date with compliance and regulatory developments to ensure adherence to industry standards and best practices.

San Diego, California, United States

Drafts contracts and conducts FINRA KYC due diligence for all broker-dealer and mortgage lender clients. Performs legal research to ensure regulatory compliance. Created and implemented a new fee schedule & user request system for Agile's TAM platform.

San Diego, California

Handled intakes for potential clients, drafted motions and client correspondence, proofread pleadings, filed motions at the Hall of Justice and responded to client calls and inquiries. Worked closely with both staff and potential clients to determine how GTA could best address their needs.

La Jolla, California

Coordinated communication, technological support, and daily organizational activities. Provided client-facing support and assistance to all members. Offered tennis training while working alongside tennis professionals, contractors, and administration.

Bachelor Of Arts - Ba, Political Science; Legal Studies; Spanish

GPA: 3.85; Dean’s List every quarter. Activities & Societies: ASG Sustainability Committee, Athletics Sustainability Committee, Women.

Principles Of Finance Certificate

Coursework includes Finance, Micro & Macro Economics, Accounting, Corporate Finance, Sustainable Finance & Investments.

Facultat De Dret

High School Diploma

ACT Score: 36/36