Kelly M. Kendall
Profile
Ms. Kelly M.
Kendall is Senior Client Support Specialist at WFA Asset Management Corp.
She joined WFA Asset Management in 2004.
She handles WFA’s operations & account administration, ensuring clients receive the highest level of attention and service.
She is responsible for maintaining client relationships, as well as account maintenance, and reporting.
In addition, she plays a primary role in synchronizing our marketing efforts, including support of our web-site, and is responsible for day to day functionality of our computer systems.
Former positions of Kelly M. Kendall
| Companies | Position | End |
|---|---|---|
WFA Asset Management Corp.
 WFA Asset Management Corp. Investment ManagersFinance WFA Asset Management Corp. (WFA) is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. Founded in 1993, WFA provides discretionary and/or non-discretionary investment advisory services to individuals, families, and businesses. | Sales & Marketing | - |
Experiences
Positions held
Linked companies
| Private companies | 1 |
|---|---|
WFA Asset Management Corp.
WFA Asset Management Corp. Investment ManagersFinance WFA Asset Management Corp. (WFA) is an independent, SEC-registered investment advisor headquartered in Whitefish Bay, Wisconsin. Founded in 1993, WFA provides discretionary and/or non-discretionary investment advisory services to individuals, families, and businesses. | Finance |
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- Kelly M. Kendall
