Chevy Chase Trust
Kristi Bledsoe Henry has a diverse work experience spanning different industries. Kristi started their career as a Redo Loan Processor/Administrative Assistant at CitiMortgage from August 2003 to May 2005. Kristi then worked as a Dance Teacher at Fairfax County Public Schools - McLean High School from September 2005 to June 2008, where they developed a comprehensive dance program and established a dance team.
From May 2005 to September 2009, Kristi worked at Sutherland Asbill & Brennan LLP in various roles. Kristi started as a Legal Secretary, responsible for maintaining administrative and client files, proofreading legal documents, and organizing attorney's practice. Later, they became an Executive Assistant, assisting the Chief Business Development Officer with calendaring appointments, coordinating travel reservations, and creating presentations for meetings and conferences.
Currently, Kristi is working at Chevy Chase Trust since June 2014. Kristi started as a Business Development Associate, where they supported the Financial Planning group with data gathering, expense analysis, and client relationship management. Kristi also researched potential prospects through media platforms. Currently, they hold the position of Assistant Vice President, Financial Planning Associate, though specific details about this role are not provided.
Kristi Bledsoe Henry completed their education at two different institutions. From 2018 to 2020, they attended the American University of Financial Services, where they earned a Certified Financial Planner (CFP) designation. During their time at the university, Kristi focused on Financial Planning and Services. Prior to this, from 1995 to 1999, they attended Shenandoah University and received a Bachelor of Fine Arts (BFA) degree. Kristi'sfield of study at Shenandoah University was Dance Performance.
Chevy Chase Trust
Chevy Chase Trust is a privately owned investment think tank offering independent and highly personalized financial advice and planning for individuals, families and institutions. Located just outside of Washington D.C., the firm specializes in unique thematic investment research and asset management. With almost ninety financial professionals averaging twenty years of experience, Chevy Chase Trust offers clients direct access to decision-makers and is built to put clients and client success over everything else. From thematic investment management to estate and financial planning, we show our commitment to inventive thinking and client service.