A team player with nearly a decade of experience in finance, Kai Mana serves as a Team Support Specialist at Pinnacle Financial Advisors. She collaborates with Pinnacle’s team of financial planners, carrying out day-to-day operations and working with the team to help provide top-notch client servicing and support.
Kai is skilled in business operations, process improvements, compliance, and quality controls. She is always on the lookout for the latest tools and strategies to influence positive change and improve the client experience.
Prior to joining Pinnacle Financial Advisors in 2019, Kai honed her skills in data science, business intelligence, analytics, governance, and compliance while working in the government, technologies and financial services industries.
In her free time, Kai enjoys reading and watching movies.