As chief operating officer, Kris is responsible for ensuring that Kestra Financial offers advisors the latest technology and highest-quality service while overseeing the continued simplification and streamlining of business processing. In this role, she leads the Client Service, Onboarding, Operations, Program Management, Sales Supervision, and Technology departments.
A strategic, innovative leader, Kris has extensive experience in merger integration, business transformation, product development, and client delivery. Prior to joining Kestra Financial in January 2018, Kris worked for Wells Fargo Bank for 18 years, most recently serving as executive vice president, head of Treasury Management Implementation & Delivery. In that capacity, she led a team of more than 750 people that implemented and integrated the bank’s Treasury Management solutions, among other responsibilities.
Kestra Financial
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An industry-leading independent broker dealer for over 20 years, Kestra Financial leads the industry in wealth management, practice enrichment, service and technology solutions.