Associate Vice President - Senior Client Service Manager
Current
Jan 2022 - Present
AeroLeads people directory · profile
Kendra Webster Email & Phone Number
Associate Vice President - Senior Client Service Manager at CIBC Private Wealth US
at
CIBC Private Wealth US
1 work email found
@cibc.com
LinkedIn matched
4 data sources
Profile completeness 100%
Current company
Role
Associate Vice President - Senior Client Service Manager at CIBC Private Wealth US
Location
Greater Chicago Area, United States, United States
Who is Kendra Webster? Overview
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Quick answer
Kendra Webster is listed as Associate Vice President - Senior Client Service Manager at CIBC Private Wealth US at CIBC Private Wealth US, based in Greater Chicago Area, United States, United States. AeroLeads shows a work email signal at cibc.com and a matched LinkedIn profile for Kendra Webster.
Kendra Webster previously worked as Associate Vice President - Senior Client Service Manager at Cibc Private Wealth Us and Senior Associate - Client Service Manager at Cibc Private Wealth Us. Kendra Webster holds Bachelor'S Degree, Finance, General from Michigan State University.
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Email format at CIBC Private Wealth US
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{first}.{last}@cibc.com
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Profile bio
About Kendra Webster
I am a Senior Client Service Manager at CIBC Private Wealth Management. Prior to working at CIBC, I was a Regional Sales Associate at Guggenheim Partners, a Financial Advisor at Morgan Stanley and an Analyst at J.P. Morgan on a Private Wealth Management Team. I enjoy working with people and solving problems. I have spent time living in India, Brazil, and Italy and am a dual citizen of the United States and Canada. Personal interests include photography, international travel, and competitive powerlifting.
Listed skills include Investments, Banking, Asset Management, Valuation, and 16 others.
Current workplace
Kendra Webster's current company
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7 roles
Kendra Webster work experience
A career timeline built from the work history available for this profile.
Senior Associate - Client Service Manager
Current
Jan 2021 - Present
Associate - Client Service Manager
Oct 2019 - Dec 2020
Regional Sales Associate
- Develop and build relationships over the phone with financial advisors by identifying needs and providing meaningful solutions, particularly those including the Fixed Income Mutual Fund market and Smart Beta ETFs on.
- Key wins for 2017/2018 include $11.5MM from a single advisor and 17 new advisor relationships.
- Build and maintain a business plan, manage a sales territory, and drive territory goals and objectives.
- Proactively call financial advisors and create sales opportunities by updating advisors on trends in the off index fixed income market, regulatory changes, asset building sales ideas and by utilizing industry knowledge.
Apr 2016 - Oct 2019
Financial Advisor
- Specialized in liability management including, but not limited to, home mortgages, commercial real estate, securities based lending, home equity lines of credit, and tailored transactions for both international and.
- Provided and presented investment and cash flow management solutions to high net worth individuals, families and businesses through high touch service and client specific solutions.
Nov 2013 - Jan 2016
Private Bank, Analyst
- Operated at the associate level, directly supporting senior bankers to manage commitments, participate in solution discussions with clients, ensure all follow-up is completed, and manage the new client acquisition and.
- Promoted to lead analyst; responsible for training new team members, organizing on-site education opportunities, coordinating analyst schedules, and supervising projects.
- Presented and prepared custom asset allocations, investment recommendations, performance reviews, gifting analyses, wealth projections, and other custom financial planning presentations for clients ranging from $5.
- Sought out and researched prospective clients and prepared specialized marketing materials regarding J.P. Morgan’s platform of investments, credit, trust and estates, and wealth planning strategies.
Nov 2010 - Apr 2013
Summer Financial Analyst
- Analyzed current portfolios of clients with $20 million plus investable assets, examined client risk portfolios, and researched various alternative investments.
- Sought out and researched prospective clients, prepared specialized marketing materials regarding Goldman Sachs’s investment platform, and worked with various teams to obtain necessary compliance and approvals.
- Classified, researched, and pitched various asset classes and investment strategies through internal conference calls and communications with alternative asset teams and prepared packets for private wealth associates.
Jun 2008 - Aug 2008
2 education records
Kendra Webster education
Bachelor'S Degree, Finance, General
Michigan State University
Bachelor Of Arts (B.A.), Finance
Michigan State University - Eli Broad College Of Business
FAQ
Frequently asked questions about Kendra Webster
Quick answers generated from the profile data available on this page.
What company does Kendra Webster work for?
Kendra Webster works for CIBC Private Wealth US.
What is Kendra Webster's role at CIBC Private Wealth US?
Kendra Webster is listed as Associate Vice President - Senior Client Service Manager at CIBC Private Wealth US at CIBC Private Wealth US.
What is Kendra Webster's email address?
AeroLeads has found 1 work email signal at @cibc.com for Kendra Webster at CIBC Private Wealth US.
Where is Kendra Webster based?
Kendra Webster is based in Greater Chicago Area, United States, United States while working with CIBC Private Wealth US.
What companies has Kendra Webster worked for?
Kendra Webster has worked for Cibc Private Wealth Us, Guggenheim Partners, Morgan Stanley, J.P. Morgan, and Goldman Sachs.
How can I contact Kendra Webster?
You can use AeroLeads to view verified contact signals for Kendra Webster at CIBC Private Wealth US, including work email, phone, and LinkedIn data when available.
What schools did Kendra Webster attend?
Kendra Webster holds Bachelor'S Degree, Finance, General from Michigan State University.
What skills is Kendra Webster known for?
Kendra Webster is listed with skills including Investments, Banking, Asset Management, Valuation, Finance, Financial Planning, Equities, and Financial Services.
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