Colleen F. Kenefick
Vice President, Client Service
Colleen F. Kenefick is the Vice President of Client Service at National Investment Services. She joined the firm in 2002 and is responsible for supporting our consultant relations efforts, maintaining relationships with current clients and attending portfolio review meetings. She is also responsible for GIPS compliance, constructing and updating marketing materials, and responding to RFPs out of our Sarasota office.
Prior to joining NIS, Colleen was a registered client associate at Merrill Lynch. She began her career at SunTrust, STI Capital Management as an investment officer.
Colleen holds a B.S. and M.B.A. in finance from Salve Regina University.
National Investment Services, Inc., 2002
Merrill Lynch, 1995-2001
Sun Trust, 1991-1995
Salve Regina University, BS, MBA
Florida Bankers Association, Florida Trust School
Phone (941) 361-2211
Email Colleen F. Kenefick