Brenda joined KL Wealth Strategies as the Operations Assistant in November 2017 with over two-decades of experience in the financial services industry.
Brenda began her career at Suffolk County National Bank working under the direction of the Executive Vice President where she was responsible for managing the corporate shareholder records. Moving through the ranks, Brenda spent time as an Assistant Branch Manager for the company’s flagship branch where she oversaw the daily operations of the office including employee staffing, daily funds reconciliation and customer service with the goal of increasing client satisfaction and retention.
While still keeping a foothold in the banking and finance industry, Brenda changed direction and focused her energy in the marketing field for the company, leading creative development for print, radio and collateral materials; coordinating community outreach; conducting media buys and ad campaigns; as well as managing content of the company’s website to increase viewership and drive sales. During her tenure, the company increased its footprint on Long Island, adding numerous branch locations and loan origination offices across Suffolk County as well as new offices in Nassau and Queens.
Brenda is a graduate of Long Island University where she received her BS in Business and is an active supporter of the American Heart Association’s Go Red for Women campaign and LI Blood Services where she is a frequent donor.
Raymond James is not affiliated with the entities mentioned herein.