Kristin McCoy

Operations Specialist at The Dala Group

Kristin has joined The Dala Group in the role of Client Service Associate. Kristin is a graduate of Bradley University and her experience in account and event management has provided diverse expertise in operations, marketing, and sales. Along with her experience and passion for personal finance, Kristin is an incredible asset to the firm. Kristin will often be their team member whom clients interact with first and she will additionally support client servicing, paperwork, and scheduling. She is excited and dedicated to making each client’s experience with their firm exceptional.

Timeline

  • Operations Specialist

    Current role

  • Client Service Associate