Client Relationship Manager
Sharon Kendall is a Client Relationship Manager of Soltis Investment Advisors. Her involvement with the high-net worth client relationship, which began in 1993, includes new accounts, transfer of assets, and 144 stock. She maintains the client environment reflective of Soltis’ Mission Statement and Governing Values. Her organizational judgment and planning skills expedite workflow and integrate people, projects, and records.
Sharon’s prior business experience includes Branch Manager for a Fortune 500 company, Kelly Services, Inc., and Revenue Accounting for SkyWest Airlines, Inc. She earned an Associate of Arts, business emphasis, from Dixie College. Sharon served on the Board of Trustees and as a graduate of Leadership Dixie, a nine-month leadership seminar institution. She has been active in the Business & Professional Women’s Organization (BPW) having been named Woman of the Year for the Washington County area.