Kendall Negrete (Glenn)

Senior Associate at Longs Peak Advisory Services, LLC
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Twin Falls, Idaho, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Investment Foundations Certificate
    CFA Institute
    Feb, 2018
    - Nov, 2024

Experience

  • Longs Peak Advisory Services, LLC
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Senior Associate
      • Mar 2023 - Present

  • Fisher Investments
    • United States
    • Financial Services
    • 700 & Above Employee
    • Performance Analyst
      • Aug 2021 - Mar 2023

  • ACA Group
    • United States
    • Financial Services
    • 700 & Above Employee
    • Principal Consultant
      • Apr 2021 - Aug 2021

    • Consultant
      • Jul 2018 - Mar 2021

    • Performance Analyst
      • Jul 2017 - Jun 2018

  • Ashland Partners & Company LLP
    • United States
    • Accounting
    • 1 - 100 Employee
    • Performance and Accounting Intern
      • Oct 2016 - Jun 2017

      Worked as an intern working on GIPS verification and custody examinations. Joined ACA as part of the ACA acquisition of the GIPS verification team at Ashland Partners. Worked as an intern working on GIPS verification and custody examinations. Joined ACA as part of the ACA acquisition of the GIPS verification team at Ashland Partners.

Education

  • Southern Oregon University
    Bachelor of Science - BS, Business Administration - Public Accounting
    2013 - 2018

Community

You need to have a working account to view this content. Click here to join now