Business Services in Private Equity

As a Client Services Manager, Kelsey vets advisors to ensure we present the highest caliber people to our clients.

Prior to joining Apex Leaders, Kelsey worked in the consumer packaged goods industry doing sales, account management, and overseeing experiential marketing platforms. 

Kelsey holds a Bachelor of Science degree in Business Administration from the University of Colorado and a Masters in Business Administration from Boise State University. 

As Client Service Manager, Josh focuses on utilizing his deep professional experience to better serve Apex clients and ensure their long-term success. He acts as a strategic partner, leveraging his background in fast-paced industries to understand client objectives, anticipate their needs, and deliver high-impact leadership solutions with precision.

Prior to joining Apex, Josh built an impressive career over 18+ years in the search marketing industry. Throughout his tenure, he held a diverse range of leadership roles, most recently serving as Vice President of Performance Marketing. This extensive background in driving digital strategy, managing high-performing teams, and executing complex data-driven campaigns provides him with a unique, results-oriented framework for client success.

Josh’s deep expertise in market trends and executive-level strategy allows him to seamlessly translate complex client requirements into actionable results for Apex’s partners.

As a Client Services Manager, Kensee focuses on streamlining the decision-making process through comprehensive research and resource vetting. By acting as a dedicated analytical hub, she empowers the Apex team to move with both speed and confidence. Kensee is most passionate about utilizing deep-dive research to uncover the best path forward for clients, finding great fulfillment in building the efficient processes that underpin a successful business.

Prior to joining the firm, Kensee served as a Customer Success Manager for a leading SaaS provider, where she specialized in process optimization and the design of automated workflows. With a sophisticated background in financial institutions, she also played a critical role in supporting bank mergers and acquisitions, ensuring seamless software integration and operational continuity through “Legal Day One” and beyond.

Kensee holds a SuccessHacker CCSM 1 Certificate, reflecting her commitment to client outcomes and operational excellence.

As a Client Services Manager, Kylee connects Apex clients with knowledgeable and engaged advisors. She focuses on networking with top-tier professionals to introduce them to the firm’s mission, representing Apex with a personable and professional approach. Kylee is deeply passionate about human connection, and collaborating with individuals who are driven in their own roles inspires her to deliver exceptional service that helps clients move forward with total confidence.

Prior to joining Apex, Kylee spent a decade working with various credit unions in Idaho, dedicating the last six years to full-cycle recruiting across the banking industry. Her experience spans hiring for all corporate departments—ranging from entry-level retail branch roles to executive leadership and highly technical IT positions. Before her tenure in the financial sector, Kylee served as a Training and Hiring Manager for Regal Entertainment Group, a Fortune 500 company at the time, where she oversaw recruiting, onboarding, and leadership development at their Boise location.

Kylee holds a B.A. in Organizational Leadership from Arizona State University and an A.A. in Liberal Arts, Science, and General Studies from the College of Western Idaho. She has also completed The Member Advantage™ (TMA) Sales and Services Program, a highly interactive development process focused on building member needs-centered, consultative skills to establish deep, relationship-driven connections.

In his role of Client Services Manager, Michael finds the perfect advisors to empower our clients to make the best decisions possible. 

Prior to joining Apex Leaders, Michael worked in sales and finance related roles in the digital freight matching space. He helped fledgling transportation companies improve their cash flow by understanding their business, walking them through underwriting, and helping them get paid quickly.

Michael holds a Bachelor of Science degree in Business Administration from Eastern Oregon University.

As a Client Services Manager, Sam works with clients to better understand their needs and connect them with high quality industry experts that can help them make informed investment decisions. Prior to joining Apex Leaders, Sam worked at Central District Health in Boise as an Environmental Health Specialist, working in the food and childcare programs. In college he worked as a conductor for the Durango and Silverton Narrow Gauge Railroad where he led a train crew through the San Juan National Forest.

Sam holds a BS in Biology from Boise State University.

In the role of Research Associate, Kiki helps our Client Service Managers find the best and most knowledgeable advisors for our clients, which ensures our clients can make informed investment decisions.

Prior to Apex Leaders, Kiki worked as a medication authorization specialist. In that role, she was responsible for submitting medical information to insurance companies and ensuring coverage for patients’ medications.

Kiki is a graduate of Bishop Kelly High School and holds a Certified Pharmacy Technician credential.

As a Research Associate, Logan’s role is to find the right industry experts to connect with Apex clients through targeted research, industry analysis, and market mapping. She ensures that clients obtain the vital insights they need to build conviction and make confident investment decisions. Logan is deeply passionate about the power of knowledge-sharing and takes great pride in connecting knowledgeable advisors with top-performing clients so all parties can succeed in their ventures.

Prior to joining Apex, Logan worked at Rathbone Falvet Research, a custom market research firm, where she developed a strong foundation in research instrument development, quantitative and qualitative analysis, and participant recruitment. She also served as a Due Diligence Research Coordinator for a corporate services company based in Boise, sharpening her investigative skills and attention to detail.

Logan holds a B.S. in Marketing from the University of Utah and has earned a Data Analytics with R Certificate from Boise State University.