Gregory Kendall Email & Phone Number
Financial Planner @ Rethink Wealth
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Gregory Kendall Location
- Houston, TX, US
Gregory Kendall Work
- 2026 -now Financial Planner @ Rethink Wealth
- 2022 -2026 Financial Consultant @
- 2019 -2022 Vice President - Senior Advisor Consultant @
- 2015 -2019 Vice President - Regional Senior Advisor Consultant @
- 2010 -2015 Advisor Consultant @
- 2007 -2010 Personal Banker I @
Gregory Kendall Education
- Yale School of Management
Executive Education (Investment Management Theory and Practice)
- University of Chicago Booth School of Business Executive Education
(Certified Private Wealth Advisor®)
- Rice Business
Certified Financial Planner™ Education Program (Certified Financial Planner™ Education Program)
- San Francisco State University
BA (Radio and Television)
Gregory Kendall Skills
- Uniform Combined State Law
- Series 63
- Financial Advisory
- Investments
- Banking
- Finance
- Series 6
- 401k
- Customer Service
- Financial Services
- CIMA
- Sales Management
- Sales
- Mutual Funds
- Final Cut Pro
- Series 7
Gregory Kendall Summary
- Gregory Kendall, based in Houston, TX, US, is currently a Financial Planner at Rethink Wealth. Gregory Kendall brings experience from previous roles at Fidelity Investments and Franklin Templeton. Gregory Kendall holds a Executive Education in Investment Management Theory and Practice @ Yale School of Management. With a robust skill set that includes Uniform Combined State Law, Series 63, Financial Advisory, Investments, Banking and more. Gregory Kendall has 1 emails and 1 mobile phone numbers on RocketReach.
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