Kendall A. Kane

Client Services Specialist
Education

Bachelor of Arts Degree in Hospitality Management from Lakeland University
Dale Carnegie Graduate

Joined

December 2020
10+ years of previous experience in customer service

Specialty

Operations: Kendall assists the financial advisors in online account opening, online account access, product research, maintenance of client accounts, updating client records, and life insurance. She also communicates with clients and company representatives to ensure deadlines and client needs are met.

Get to Know Me

Kendall and her husband Matt reside in Sheboygan. In her free time, she loves visiting family and friends. She also enjoys fitness (Yoga & Spin Class), golfing, kayaking, traveling, baking, and snowmobiling.

Expertise

Written by: Kendall A. Kane

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