Marcia Kendle
Consultant of Trust Administration,
Risk Management and Compliance
Marcia’s background includes 25+ years of experience in Wealth Management Services including serving as Chief Fiduciary Officer of a large multi-site bank. Her roles included responsibility for regulatory and administrative compliance working closely with internal and external auditors, outside accounting and legal firms as well as serving as the primary liaison with the Office of the Comptroller of Currency and Federal Reserve Bank during regulatory examinations.
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Education & Certifications
BS (Business Administration/Marketing), Malone University
Certificated Wealth Advisor Trust Advisor Designation, Cannon Financial Institute