Kristen C.

Kristen C. has a diverse work experience spanning various industries and roles. Kristen is currently working as a Branch Operations Manager at Merit Financial Advisors, starting in May 2022. Prior to this, they worked at Fidelity Investments as a Client Management professional from August 2020 to May 2022. Kristen'sprevious role was with Merrill Edge as a Financial Solutions Advisor from January 2017 to August 2020.

Before their financial services roles, Kristen had experience in nonprofit organizations. Kristen served as the President of TMM Cares from January 2015 to December 2016 and as the Treasurer from June 2013 to January 2015. Additionally, they worked at Total Military Management from August 2010 to December 2016, where they held the positions of International Operations Team Lead from March 2013 to December 2016 and International Operations from August 2010 to December 2016.

Kristen C. obtained a Bachelor of Arts degree in International Business from the University of North Florida, where they studied from 2007 to 2010. Afterward, they pursued a Master of Business Administration with a specialization in Finance at the same university, completing their degree between 2011 and 2013. In 2004, Kristen attended Stanton College Preparatory School, although no specific degree or field of study is mentioned.

Additionally, Kristen has obtained two certifications. In 2018, they earned the Certified Retirement Planning Counselor (CRPC) certification from the College for Financial Planning. In 2022, Kristen completed the Strategic Planning Foundations course through LinkedIn.