Kristen Sloan

Director, Financial Planning & Analysis at Virtus Investment Partners

Kristen Sloan, CPA has a diverse work experience in finance and accounting. Kristen is currently serving as the Director of Financial Planning & Analysis at Virtus Investment Partners since December 2021. Prior to this, they worked at The Walt Disney Company as a Senior Financial Analyst in the Technology Financial Planning division of Disney Media & Entertainment Distribution from March 2018 to December 2021. Kristen also gained valuable experience at EY, where they served as an Assurance Senior from September 2015 to February 2018 and as an Assurance Intern from June 2014 to August 2014.

Kristen Sloan, CPA, obtained their Bachelor of Science degree in Accounting from Bentley University in 2014. Kristen later pursued a Master of Science degree in Accounting at Bentley University's McCallum Graduate School of Business, which they completed in 2015. Kristen also participated in a Study Abroad Program at Copenhagen Business School in 2013. In October 2017, they obtained their Certified Public Accountant certification from the Connecticut State Board of Accountancy.

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  • Director, Financial Planning & Analysis

    December, 2021 - present

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