Client Services Specialist
Current
Oct 2018 - Present
AeroLeads people directory · profile
Patrick Kirby Email & Phone Number
Client Services Specialist
at
Kennedy Financial Services
1 work email found
@kennedy-financial.com
3 phones found area 254 and 296
LinkedIn matched
✓ Verified Jul 2026
4 data sources
Profile completeness 100%
Current company
Role
Client Services Specialist
Location
Waco, Texas, United States
Company size
Who is Patrick Kirby? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Patrick Kirby is listed as Client Services Specialist at Kennedy Financial Services, a with 20 employees, based in Waco, Texas, United States. AeroLeads shows a work email signal at kennedy-financial.com, phone signal with area code 254, 296, and a matched LinkedIn profile for Patrick Kirby.
Patrick Kirby previously worked as Owner Only 401(k) & Participant Services Associate at July Business Services and Client Advocate/Compliance Officer at Kennedy Financial Services. Patrick Kirby holds Associate Of Arts And Sciences (Aas), Commercial And Advertising Art, Graduate from Texas State Technical College.
Company email context
Email format at Kennedy Financial Services
This section adds company-level context without repeating Patrick Kirby's masked contact details.
{first}@kennedy-financial.com
89% confidence
AeroLeads found 1 current-domain work email signal for Patrick Kirby. Compare company email patterns before reaching out.
Profile bio
About Patrick Kirby
Patrick Kirby is a Client Services Specialist at Kennedy Financial Services. He possess expertise in leadership, retirement planning, financial services, retirement, management and 5 more skills.
Listed skills include Leadership, Retirement Planning, Financial Services, Retirement, and 6 others.
Current workplace
Patrick Kirby's current company
Company context helps verify the profile and gives searchers a useful next step.
Kennedy Financial Services
3 roles
Patrick Kirby work experience
A career timeline built from the work history available for this profile.
Owner Only 401(K) & Participant Services Associate
Serve as the primary contact for the Owner Only 401(k) Plans and Participant calls I had daily contact with the Plan Sponsors and Investment Advisers. I meet all compliance and industry standards. Prioritize research and resolve questions related to plan design/operation and compliance matters.
Jan 2010 - Jul 2018
Client Advocate/Compliance Officer
Kennedy Financial Services
Supervised investment processing in an office with large volume of investments. Maintenanceof compliance folders for FINRA and Broker Dealer requirements for staff and executives. Assisted planning and implementing client appreciation events and seminars. Developed and maintained vendor relationships. Resolved client and staff problems. Executive scheduling,Including travel, training, and internal/external schedules.
Aug 2003 - May 2009
Team & coworkers
Colleagues at Kennedy Financial Services
Other employees you can reach at kennedy-financial.com. View company contacts for 20 employees →
SB
Savannah Barker
Colleague at Kennedy Financial ServicesEastland, Texas, United States
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SB
Samuel Barker
Colleague at Kennedy Financial ServicesEastland, Texas, United States
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ST
Shelby Thompson
Colleague at Kennedy Financial ServicesBreckenridge, Texas, United States
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MS
Michelle Snider
Colleague at Kennedy Financial ServicesLubbock, Texas, United States
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HK
Henry Knowles Iii
Colleague at Kennedy Financial ServicesEastland, Texas, United States
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M(
Maggie (Jim Kennedy) Catherall
Colleague at Kennedy Financial ServicesEastland, Texas, United States
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ME
Matt Ervin, Cfp®, Cpwa®
Colleague at Kennedy Financial ServicesEastland, Texas, United States
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CK
Cheri Kennedy
Colleague at Kennedy Financial ServicesGreater Málaga Metropolitan Area, Spain
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KH
Kyle Harrison
Colleague at Kennedy Financial ServicesAlbany, Georgia, United States
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MJ
Maria Jackson
Colleague at Kennedy Financial ServicesDallas-Fort Worth Metroplex, United States
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Savannah Barker
Colleague at Kennedy Financial ServicesEastland, Texas, United States
View →
SB
Samuel Barker
Colleague at Kennedy Financial ServicesEastland, Texas, United States
View →
ST
Shelby Thompson
Colleague at Kennedy Financial ServicesBreckenridge, Texas, United States
View →
MS
Michelle Snider
Colleague at Kennedy Financial ServicesLubbock, Texas, United States
View →
HK
Henry Knowles Iii
Colleague at Kennedy Financial ServicesEastland, Texas, United States
View →
M(
Maggie (Jim Kennedy) Catherall
Colleague at Kennedy Financial ServicesEastland, Texas, United States
View →
ME
Matt Ervin, Cfp®, Cpwa®
Colleague at Kennedy Financial ServicesEastland, Texas, United States
View →
CK
Cheri Kennedy
Colleague at Kennedy Financial ServicesGreater Málaga Metropolitan Area, Spain
View →
KH
Kyle Harrison
Colleague at Kennedy Financial ServicesAlbany, Georgia, United States
View →
MJ
Maria Jackson
Colleague at Kennedy Financial ServicesDallas-Fort Worth Metroplex, United States
View →
1 education record
Patrick Kirby education
FAQ
Frequently asked questions about Patrick Kirby
Quick answers generated from the profile data available on this page.
What company does Patrick Kirby work for?
Patrick Kirby works for Kennedy Financial Services.
What is Patrick Kirby's role at Kennedy Financial Services?
Patrick Kirby is listed as Client Services Specialist at Kennedy Financial Services.
What is Patrick Kirby's email address?
AeroLeads has found 1 work email signal at @kennedy-financial.com for Patrick Kirby at Kennedy Financial Services.
What is Patrick Kirby's phone number?
AeroLeads has found 3 phone signal(s) with area code 254, 296 for Patrick Kirby at Kennedy Financial Services.
Where is Patrick Kirby based?
Patrick Kirby is based in Waco, Texas, United States while working with Kennedy Financial Services.
What companies has Patrick Kirby worked for?
Patrick Kirby has worked for Kennedy Financial Services and July Business Services.
Who are Patrick Kirby's colleagues at Kennedy Financial Services?
Patrick Kirby's colleagues at Kennedy Financial Services include Savannah Barker, Samuel Barker, Shelby Thompson, Michelle Snider, and Henry Knowles Iii.
How can I contact Patrick Kirby?
You can use AeroLeads to view verified contact signals for Patrick Kirby at Kennedy Financial Services, including work email, phone, and LinkedIn data when available.
What schools did Patrick Kirby attend?
Patrick Kirby holds Associate Of Arts And Sciences (Aas), Commercial And Advertising Art, Graduate from Texas State Technical College.
What skills is Patrick Kirby known for?
Patrick Kirby is listed with skills including Leadership, Retirement Planning, Financial Services, Retirement, Management, Customer Service, 401K, and Marketing.
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