Krista Norman, FPQP®

Krista Norman, FPQP®, has a diverse work experience in the financial industry. Their most recent position is as an Operations Manager at Forme Financial, a tech-led wealth management practice aimed at supporting physicians in their unique career journey. Prior to this, they worked as an Operations Manager at Level Four Advisory Services and as an Advisory Operations Lead in the New Accounts Team. Krista also held the role of Operations Manager at McKinnon Patten.

Before their time at Level Four Advisory Services and McKinnon Patten, Krista served as a Senior Associate at Cypress Point Wealth Management. Prior to that, they worked at Raymond James as an Office Manager and Client Service Associate. Krista began their career at Provident Asset Management as a Compliance Specialist and later served as an Administrative Assistant in the Dallas Investment Region at Bank of America.

Throughout their work experience, Krista has demonstrated strong operational and management skills in the financial sector.

Krista Norman, FPQP®, attended the College for Financial Planning. However, the specific degree obtained, field of study, and years of enrollment are not mentioned.