A brief introduction
Whitney Kendrick serves as a key executive at Chalice Connect, where she plays a pivotal role in driving the success of Advisor Perks, a leading B2B marketplace platform designed to support financial advisors and SMBs.
A little more detail
With a strong background in business development and strategic partnerships, Whitney helps deliver vital resources, discounts, and benefits that allow firms to enhance their operations and better serve their clients. Her expertise lies in fostering relationships with top industry brands, ensuring that Chalice Connect members have access to premier solutions for growing their businesses.
In her role, Whitney is committed to expanding the value offered through Advisor Perks by working closely with partners and developing innovative strategies that contribute to member success. With her diverse experience in project management, marketing, and partnership growth, Whitney Kendrick is integral to Chalice Connect’s mission of delivering operational efficiency and increased savings for financial advisors and business owners alike.
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