Sarah M Kennedy

Current Employers

Employment History

• 02/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stamford, CT
• 02/2016 → Present
  Bank Of America, N.A.
  Stamford, CT

Other Businesses

I*1528267 For profit or not for profit: Entity Charitable Name of outside business organization: YWCA OF DARIEN/NORWALK INC Investment related: N Address of business: DARIEN, Connecticut, 06820, United States Nature of business: ["Charitable Organization"] Position, title, association: ["Board Member"], Start date of relationship: 10/16/2023 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , MONITOR ORGANIZATIONS MEMBERSHIP & OPERATIONS, FUNDRAISING, EVENT PLANNING, VOLUNTEERING, SERVE AS AN AMBASSADOR TO THE COMMUNITY I*1998286 Entity Type: Entity For Profit Name of OBA: MONTFORT SUMMIT SPV II, LLC Address:Felton Delaware Investment Related:Yes Position, Title, Association:Other Start Date:09/30/2024 No Hours: 8 Yearly No Hours during trading:1 Duties:MONTFORT SUMMIT SPV II, LLC FULLY SUBSCRIBED IS RECEIVING 25% OF THE COMPANY "SETTLED". SETTLED IS A LUXURY HOME ORGANIZATION BRAND. TWO CORE BUSINESSES ARE SETTLED SIGNATURE AND SETTLED SPORTS. SETTLED SIGNATURE SERVICES FOCUS ON ENTIRE HOME ORGANIZATION FOR UHNW CLIENTS. SETTLED SPORTS WAS RECENTLY LAUNCHED TO FACILITATE MOVES ON BEHALF OF PROFESSIONAL ATHLETES. SETTLED WILL ALSO BE LAUNCHING A MOBILE APP ("GET SETTLED") WHICH WILL PROVIDE A DISRIPTIVE AND SCALABLE MOBILE APP FOR CONSUMERS AND PROFESSIONAL ORGANIZERS. SETTLED IS RAISING CAPITAL TO EXPAND MARKET SHARE AND REACH ACROSS 3 AREAS: MOBILE APP, TEAM & MARKET EXPANSION & MARKETING. ADVISOR BOARD WILL CONSIST OF QUARTERLY MEETINGS OF APPROX. 1 HOUR IN DURATION WITH A FEW LIMITED CHECK-INS IF/WHEN QUESTIONS ARISE. COMPENSATION WILL BE PAID IN CASH OR ACCRUED TO THE BALANCE SHEET, DEPENDING UPON THE FINANCIAL STATE OF THE COMPANY AT ONE TIME.

Exams

• S66 Uniform Combined State Law Examination
  2012-12-19