Kirstyn (Sampias) Kunz has a diverse work experience, starting with their role as an Advisor Services Specialist at Cetera Financial Group from September 2011 to October 2013. In this role, they served as the primary point of contact for financial advisors, providing efficient and effective service and additional proactive services.
Kunz then joined AssetMark in October 2013 as an Internal Sales Consultant, where they partnered with a Regional Consultant to drive growth in a $1 Billion territory. Kirstyn supported financial advisors in all aspects, including portfolio construction, client management, and practice management. Kirstyn held this position until April 2018.
Following that, Kunz became a Business Consultant at AssetMark from April 2018 to January 2020. During this time, they utilized their expertise to provide strategic business solutions.
From January 2020 to January 2023, Kunz took on the role of Manager, Sales Consultants at AssetMark, where they managed and supported a team of sales consultants.
Currently, Kunz holds the position of Director, Sales Consultants at AssetMark, starting in January 2023.
Kirstyn (Sampias) Kunz completed their education at Truman State University from 2007 to 2011, where they earned a Bachelor of Science (B.S.) degree in Business Administration with a focus on Finance. Prior to attending Truman State University, they attended Glenwood High School from 2003 to 2007.
In addition to their educational background, Kirstyn (Sampias) Kunz has obtained several certifications. Kirstyn has the Series 26 certification from FINRA, which they obtained in May 2021. In December 2019, they obtained the Registered Corporate Coach certification from the Worldwide Association of Business Coaches™ (WABC™). Kirstyn also holds the Series 65, Series 63, and Series 7 certifications, which they acquired in March 2014, January 2014, and April 2012, respectively. Furthermore, they are a Certified Everything DiSC Workplace® Facilitator, certified by Wiley Education Services, although the specific month and year of obtaining this certification is not provided.
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