KC

Kristy Cook

Project Manager at Phase2

Kristy Cook has worked in various roles since 2006. Kristy began their career as a Merchandise Assistant at Helzberg Diamonds in 2006. In 2008, they joined Waddell & Reed as a Sr. Field Compensation Specialist and Marketing Services. Kristy was responsible for training advisers, creating understanding of compensation structure, and resolving compensation issues. In 2011, they worked as an Assistant to the CFO at VSR Financial Services. In 2012, they returned to Waddell & Reed as a Broker Dealer Communication Consultant and Practice Development Team Consultant. From 2019 to present, they have worked at National Advisors Trust Company in three roles: AVP, Marketing & Client Solutions, AVP, Client Manager, and Practice Manager/Brand Advantage Manager. Currently, they are a Project Manager at Phase2.

Kristy Cook attended the University of Central Missouri from 2001 to 2005, where they earned a Bachelors of Science in Marketing and Management.

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