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Kenesha Banfield — Co-Founder · Veracy Partners · Washington, District of Columbia, United States.
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About
Kenesha was a Relationship Manager at JPMorgan Chase and a Client Relationship Director at First Republic Investment Management. Preceding First Republic, she was a Vice President at Merrill Lynch Private Banking and Investment Group (PBIG) for 13 years. As a chief contributor, she played various roles on a team that managed +$10B in assets where she specialized in managing and enhancing the client service experience, investment analysis, operational efficiency, and financial planning.
Experience
Co-FounderCurrent
Veracy Family Wealth Partners · Washington, District of Columbia, United States
Apr 2024 – Present
Vice President- Relationship Manager
J.P. Morgan · Washington, District of Columbia, United States/ San Francisco CA
Jul 2023 – Apr 2024
Education
Skills
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