Kai Kressman

Family Office Client Services Specialist at Verdence Capital Advisors

Kai Kressman is a professional with experience in client service, bookkeeping, food service, business management, and lifeguarding. Currently working at Verdence Capital Advisors as a Family Office Client Service Specialist, Kai has also worked in various roles at companies such as 7 West Bistro Grille, The Greene Turtle Sports Bar & Grille, and the United States Department of Defense. With a Bachelor's degree in Finance and Financial Management Services from Towson University, Kai is pursuing a Masters of Science in Financial Planning and Services at The University of Georgia.

Links

Previous companies

Towson University logo
Morgan Stanley logo
The Greene Turtle Franchising Corporation logo

Timeline

  • Family Office Client Services Specialist

    August, 2023 - present