25+ Years

Arden Advisory

- Strategic Advisor

Kearney Street Consulting

- Founder

Ceiba Capital Partners

- Managing Director

10x

- Solutions Architect

Colville Consulting

- CEO for 17 years

- Business & Technology consulting to large      financial institutions

Cerity Parnters

- Invesment Operations Manager

StatiaFX

- Director of Advisor Product Services

Education

- Portland State University, Mathematics

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30+ Years

The Founders Arena

- Co-Founder & President

Privacy Lock

- Board of Directors

Pendo Systems

- Founder & CEO

SS&C - DST International

- Executive Vice President

FIS - SunGard

- Executive Vice President

BlackRock

- Director

Advisory Boards

- First Rate Inc

- First Rate Ventures

- GoKnown LLC

- RegAlytics

Education

-DePaul University

25+ Years

Equitus AI

- Advising CFO

Marstone, Inc

- Advising CFO

Public Trust Advisors

- Advising CFO

Couldvisor Wealth, Inc

- President & Chief Financial Officer

Cannondale Capital Investments

- Chief Investment Officer

Financial Services Investor

- Public and private markets

-20 Years

Education

-University of Richmond

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35+ Years 

T. Rowe Price 

- Head of Wealth Management Platforms  

- Director, Third Party Distribution 

- General Manager, Wealth Management Services 

- Manager, Client Service, Third Party Distribution 

- Marketing Manager, Third Party Distribution 

- Manager, Financial Institution Services 

YTS Wealth Management 

- Independent Advisor 

Foundation for Financial Planning 

- Board of Trustees

- Member of the Executive Committee 

Financial Planning Association of Maryland 

- Board Member  

NAPFA Consumer Education Foundation 

- Board of Trustees  

Education 

- University of Baltimore (MBA) 

- Towson University ​

45+ Years

GeoWealth

- Strategic Advisor

First Ascent Asset Management

- Founder & CEO

Frontier Asset Management

- President

US Fiduciary Services

- President

Trivium Consulting

- President

Portfolio Management Consultants (PMC)

- President

ADAM Investment Services

- President

Lawyer—Washington, DC (1976-1991)

Board of Directors

- Institute for the Fiduciary Standard

Education

- George Washington University Law School

- Stanford University​

25+ Years

West Village Advisory

- Partner

KPMG

- Partner, Financial Services Advisory

Temenos

- General Manager, WealthManager Product

Capgemini

- Practice Lead, Wealth Management

Paragon Solutions

- Director, Capital Markets Practice

Deutsche Bank

- Managing Director, Private Wealth

Accenture

- Senior Manager, Private Banks & Brokerages

Advintro

- Partner (Part-time)

Education

- Clarkson University, Business Management

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WealthTech Strategy Partners

- Associate

- Analyst

First Rate Ventures

- Business as Mission Intern

Indonesian Exchange Program

Education

- The University of Texas at Austin

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30+ Years

The Oasis Group

- Founder & CEO

Robust Wealth

- Chief Revenue Officer

Moody's RMS

- COO of Client Development

FYIsoft

- President

Oracle Cloud

- Senior Director, Sales

Merrill Lynch

- Led financial services technology global team 

KPMG

- Manager, Management Consulting

Books Published

- The Rise of the Activist Investor

Education

- City University of New York

- Rider University, MBA

17+ Years

First Rate Ventures

- Managing Director

Ventures in WealthTech Podcast

- Founder & Executive Producer

First Rate, Inc

- Chief Operations Officer

- Chief Product Officer

- General Manager, Service Bureau

Advisory Boards

- The Founders Arena

- OWL Analytics

- Regalytics

Education

- Dartmouth College

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30+ Years

FinMason Inc

- Sole Founder and CEO

Lazard Asset Management

- Portfolio Manager/Analyst

Wachovia Corporate & Investment Bank

- Co-Head of Equity Linked Securities

- Head of ELS Origination

Forum Capital Markets

- Director of Research

Advisory Boards

- Sora Finance

- First Rate Ventures

- The Founders Arena

Education

- Dartmouth College

- CFA Institute

Things Kendrick Says

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Kendrick is Registered Representative of BA Securities, LLC. Member FINRA SIPC.

40+ Years

Trident Wealth Management Consulting, LLC

- Managing Partner

Swan Global Investments

- Chief Strategy Officer

Envestnet

- Vice Chairman

Prima Capital Holding, Inc.​

- Founder, President, and CEO

National Managing Director

- KPMG US

AMG National Trust Bank

- Vice President

Education

- Wake Forest University (MBA)

- Wake Forest University (MA)

- Lafayette College

- Investments & Wealth Institute (CIMA)​​

 

 

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Providence Capital

- Founding Partner

First Rate Ventures

- Venture Partner

The Founders Arena

- Startup Ambassador

Alumni Ventures​

- Venture Fellow

Ambassador's Impact Network

- Deal Diligence Associate

49 Financial

- Advisor Tech Solutions Manager

- Vice President

Education

- Texas A&M University

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Michael is Registered Representative of BA Securities, LLC. Member FINRA SIPC. 

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