Family Office Coordinator
Current
May 2023 - Present
AeroLeads people directory · profile
Kenzie Wilson Email & Phone Number
Client Services/Family Office Coordinator
at
Moneta Group
1 work email found
@rikenterprises.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Services/Family Office Coordinator
Location
St Louis, Missouri, United States
Company size
Who is Kenzie Wilson? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Kenzie Wilson is listed as Client Services/Family Office Coordinator at Moneta Group, a company with 345 employees, based in St Louis, Missouri, United States. AeroLeads shows a work email signal at rikenterprises.com and a matched LinkedIn profile for Kenzie Wilson.
Kenzie Wilson previously worked as Family Office Coordinator at Moneta Group and Client Services Consultant at Matter Family Office. Kenzie Wilson holds Bachelor’S Degree, Health Services Administration from University Of Southern Indiana.
Company email context
Email format at Moneta Group
This section adds company-level context without repeating Kenzie Wilson's masked contact details.
*@rikenterprises.com
68% confidence
AeroLeads found 1 current-domain work email signal for Kenzie Wilson. Compare company email patterns before reaching out.
Profile bio
About Kenzie Wilson
Exceed expectations and learn from every outcome.
Listed skills include Teamwork, Critical Thinking, Communication, Interpersonal Skills, and 9 others.
Current workplace
Kenzie Wilson's current company
Company context helps verify the profile and gives searchers a useful next step.
Moneta Group
5 roles
Kenzie Wilson work experience
A career timeline built from the work history available for this profile.
Client Services Consultant
Aug 2022 - May 2023
Client Service Associate
- Managed private banking services for 5 clients within a single family office with oversight over account distributions, reconciliations, and wire requests- Acted as liaison between clients and their trusted advisors and coordinated with their attorneys and brokers- Participated in regular meetings with clients to discuss financial & estate planning.
Sep 2021 - Aug 2022
Senior Executive Sales Assistant / Administrative Manager
- Managed a team of 6 administrators within the Sales and Research Department- Assisted in new hire interviews and managed training and development- Led efforts to develop a new value-added research product for our hedge fund clients to raise engagement and awareness- Worked alongside the marketing team to organize industry conferences and improve equity.
Jan 2019 - Jul 2021
Executive Assistant
- Managed the schedules, travel, and expenses of the sales team including the President of the firm - Organized the company-wide transition of CRM databases and pioneered its integration into a new client facing website- Assembled reports on business plans as a member of the Strategy and Innovation Committee - Maintained CRM databases through which equity.
Oct 2016 - Jan 2019
Team & coworkers
Colleagues at Moneta Group
Other employees you can reach at monetagroup.com. View company contacts for 345 employees →
CS
Chad Shumake
Colleague at Moneta Group
Greater St. Louis, United States
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KG
Kenny Gilmore
Colleague at Moneta Group
Cumming, Georgia, United States, United States
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GM
Gene M. Diederich, Cpa, Cfp®
Colleague at Moneta Group
St Louis, Missouri, United States, United States
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AR
Alex Roth, Cfp®
Colleague at Moneta Group
Greater St. Louis, United States
View →
AB
Adam Bell, Mba
Colleague at Moneta Group
St Louis, Missouri, United States, United States
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MM
Mindy Mitchell (Demartino), Caia
Colleague at Moneta Group
St Louis, Missouri, United States, United States
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KH
Kevin Hennessy
Colleague at Moneta Group
Greater St. Louis, United States
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MR
Mark Roche
Colleague at Moneta Group
St Louis, Missouri, United States, United States
View →
KB
Kelsey Byers
Colleague at Moneta Group
St Louis, Missouri, United States, United States
View →
ND
Noor Dabbagh
Colleague at Moneta Group
Syria, Syrian Arab Republic
View →
Chad Shumake
Colleague at Moneta Group
Greater St. Louis, United States
View →
KG
Kenny Gilmore
Colleague at Moneta Group
Cumming, Georgia, United States, United States
View →
GM
Gene M. Diederich, Cpa, Cfp®
Colleague at Moneta Group
St Louis, Missouri, United States, United States
View →
AR
Alex Roth, Cfp®
Colleague at Moneta Group
Greater St. Louis, United States
View →
AB
Adam Bell, Mba
Colleague at Moneta Group
St Louis, Missouri, United States, United States
View →
MM
Mindy Mitchell (Demartino), Caia
Colleague at Moneta Group
St Louis, Missouri, United States, United States
View →
KH
Kevin Hennessy
Colleague at Moneta Group
Greater St. Louis, United States
View →
MR
Mark Roche
Colleague at Moneta Group
St Louis, Missouri, United States, United States
View →
KB
Kelsey Byers
Colleague at Moneta Group
St Louis, Missouri, United States, United States
View →
ND
Noor Dabbagh
Colleague at Moneta Group
Syria, Syrian Arab Republic
View →
1 education record
Kenzie Wilson education
FAQ
Frequently asked questions about Kenzie Wilson
Quick answers generated from the profile data available on this page.
What company does Kenzie Wilson work for?
Kenzie Wilson works for Moneta Group.
What is Kenzie Wilson's role at Moneta Group?
Kenzie Wilson is listed as Client Services/Family Office Coordinator at Moneta Group.
What is Kenzie Wilson's email address?
AeroLeads has found 1 work email signal at @rikenterprises.com for Kenzie Wilson at Moneta Group.
Where is Kenzie Wilson based?
Kenzie Wilson is based in St Louis, Missouri, United States while working with Moneta Group.
What companies has Kenzie Wilson worked for?
Kenzie Wilson has worked for Moneta Group, Matter Family Office, Rik Enterprises, Llc, and Cleveland Research Company.
Who are Kenzie Wilson's colleagues at Moneta Group?
Kenzie Wilson's colleagues at Moneta Group include Chad Shumake, Kenny Gilmore, Gene M. Diederich, Cpa, Cfp®, Alex Roth, Cfp®, and Adam Bell, Mba.
How can I contact Kenzie Wilson?
You can use AeroLeads to view verified contact signals for Kenzie Wilson at Moneta Group, including work email, phone, and LinkedIn data when available.
What schools did Kenzie Wilson attend?
Kenzie Wilson holds Bachelor’S Degree, Health Services Administration from University Of Southern Indiana.
What skills is Kenzie Wilson known for?
Kenzie Wilson is listed with skills including Teamwork, Critical Thinking, Communication, Interpersonal Skills, Organizational Design, Hospitality, Delegation, and People Skills.
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