Patrice Kennard

About Patrice Kennard

Carson Wealth Management Group’s mission is to inspire our clients to work toward True Wealth through education, communication and service, which exceed their expectations. We are one of the largest wealth advisory firms in the country, serving clients through holistic financial planning, disciplined investment strategies and proactive personal service.Carson Wealth Management Group was founded on traditional values; professional knowledge, integrity, personalized service and teamwork. Our goal is to help our clients pursue True Wealth - all that money can\'t buy and death can\'t take away. We understand you have unique goals and objectives and we’re passionate about helping you discover and work toward your desired outcomes. Barron\'s Magazine has consistently named Carson Wealth Management Group one of the top independent firms in the nation. When you meet our team, you\'ll understand why.

Experience

1. Special Projects and Operations Manager

   Carson Wealth

   Apr 2021 — Present

   Securities and investment advisory services offered through Cetera Advisor Networks LLC, a broker/dealer and a Registered Investment Advisor, Member FINRA/SIPC. Investment advisory services also offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors.Third party posts found on this profile do not reflect the views of Cetera Advisor Networks or CWM, LLC and have not been reviewed by Cetera Advisor Networks or CWM, LLC as to accuracy or completeness.

Education

• University of New Orleans

  Graduate Non-Degree

• The Catholic University of America

  Master of Social Work (M.S.W.)

• McNeese State University

  B.S.

Skills

• Legal Compliance
• Legal Research
• Proposal Writing
• Securities
• Risk Management
• Business Process Improvement
• Corporate Law
• Restructuring
• Management
• Project Management
• Strategic Planning
• Ethics
• Recruiting
• Recruitment Advertising
• Staff Development
• Business Strategy
• Operating Budgets
• Strategic Sourcing
• New Business Development
• Mergers & Acquisitions
• Budget Forecasts
• Staff Retention
• Legal Writing
• Business Ethics
• Litigation
• Intellectual Property
• Leadership
• Department Budgeting