KM

Kristin M.

Client Service Associate at Accredited Investors Wealth Management®

Kristin M. is an experienced professional in client services and operations within the financial sector. Currently serving as a Client Service Associate at Accredited Investors Wealth Management since January 2022, Kristin contributes to comprehensive financial planning and portfolio management. Prior to this role, Kristin held the position of Senior Associate Client Services at Meristem Family Wealth, where expertise in wealth management advice was applied. Kristin's background includes significant experience at Pine River Capital Management, first as an Operations Supervisor and then as a Senior Operations Analyst, focusing on trade settlements and issue resolution. Additionally, at CarVal Investors, Kristin developed processes for managing prime brokerage activities and ensured effective trade confirmations. Kristin holds a Bachelor's Degree in Business, Management, Marketing, and Related Support Services from Augsburg University.

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