Dow Software, LLC
Kristina Petit is an experienced professional with a strong background in client services and environmental advocacy. Since January 2019, Kristina has served as the VP of Client Services at Dow Software, LLC, and has been an Account Executive at Dow Wealth Management LLC since October 2012, where responsibilities include managing client accounts and enhancing client experiences. Previous roles include Field Associate at Environment Washington, where Kristina researched and advocated for positive environmental policies, and various positions at the College of William and Mary, Maine Department of Environmental Protection, and National Park Service that involved project support, environmental assessment, and community engagement. Kristina holds a BBA in Environmental Policy from William & Mary, earned in 2010.
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Dow Software, LLC
Dow Software is the creator of Strad Pro, a cutting-edge fintech solution designed specifically for financial professionals. Strad Pro bridges the gap in wealth management, allowing advisors to offer top-tier, comprehensive planning and portfolio management services to all clients, regardless of their wealth status. It's like giving every client the Rockefeller treatment, enhancing your service quality and efficiency with state-of-the-art technology, while differentiating your firm from all your competition. We believe your clients deserve the best you can offer them. With Strad Pro, you can provide greater insight to your clients by looking across all categories of their wealth, not just a limited few. Transform your practice by aggregating client data, automating necessary daily tasks to streamline operations, strengthening client relationships, and so much more. Strad is a secure, comprehensive platform that helps you to manage the broad range of assets, financial interests, legal, and lifestyle circumstances of the family.