“Client satisfaction is key for a successful financial advisory firm. I enjoy being part of the personalized client experience that Carnegie provides. It is an important and vital factor in maintaining our client relationships."
Kendall Exline holds the title of Client Service Manager; Trader at Carnegie Investment Counsel. Kendall handles client service requests, including new client account onboarding, client cashiering requests, and quarterly client performance reporting for multiple senior portfolio managers. Kendall also provides trading support for multiple portfolio managers.
Kendall has a thorough understanding of investment management principals and the portfolio management process with 18 years of experience working for Cleveland based Registered Investment Advisors.
Outside of work, Kendall is an active volunteer at her children’s schools. Kendall lives in Aurora, Ohio with her husband and two daughters.
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