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Cfp Kristen Koonce

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Cfp Kristen Koonce

Senior Vice President | McAdam Financial

Chicago, Illinois, United States

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Cfp Kristen Koonce

Summary

Kristen Koonce is a seasoned financial services professional with a focus on investment activities. As the Field Vice President at Mcadam Financial, she plays a pivotal role in guiding clients through complex financial landscapes. Her experience in the financial sector has equipped her with a deep understanding of investment strategies and client management. Kristen is passionate about helping individuals and businesses achieve their financial goals through tailored solutions. Known for her analytical skills and strategic thinking, she is committed to continuous professional growth. Kristen's leadership in the industry is marked by her ability to foster strong client relationships and drive team performance. She is dedicated to staying abreast of market trends and regulatory changes that impact her clients. Outside of work, she enjoys engaging in community initiatives that promote financial literacy. Kristen is a certified financial planner, underscoring her commitment to ethical and informed financial advising.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Cfp Kristen Koonce

Work Experience

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Senior Vice President at

McAdam Financial

April 2018 - Present

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District Manager at

Mcadam Financially Advanced

May 2015 - Present

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Financial Advisor at

Mcadam Financially Advanced

October 2014 - Present

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Financial Advisor at

Voya Financial Advisors

July 2013 - October 2014

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Financial Planning Intern at

Metlife Securities

June 2012 - August 2012

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Finance Intern at

Mills Price And Associates Inc Lpl Financial

June 2011 - August 2011

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Sales Associate at

Nordstrom

June 2010 - September 2010

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Field Vice President at

Mcadam Financial

Present

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Cfp Kristen Koonce

Education

Northwestern University, Bachelor Of Arts (B.A.)

January 2009 - January 2013

Bocconi University

January 2011 - January 2011

Frequently Asked Questions about Cfp Kristen Koonce

What is Cfp Kristen Koonce email address?

Cfp Kristen Koonce's primary email address is **************@mcadamfa.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Cfp Kristen Koonce work for?

Cfp Kristen Koonce is a Senior Vice President at McAdam Financial, a company specializing in Monetary Authorities-Central Bank.

Where Cfp Kristen Koonce graduated from?

Cfp Kristen Koonce holds a degree in Economics, Political Science from Northwestern University.

How can I directly contact Cfp Kristen Koonce?

To contact Cfp Kristen Koonce directly, you can use the email address **************@mcadamfa.com. Complete contact information is available upon registration with Muraena.

Who is Cfp Kristen Koonce?

Kristen Koonce is a seasoned financial services professional with a focus on investment activities. As the Field Vice President at Mcadam Financial, she plays a pivotal role in guiding clients through complex financial landscapes. Her experience in the financial sector has equipped her with a deep understanding of investment strategies and client management. Kristen is passionate about helping individuals and businesses achieve their financial goals through tailored solutions. Known for her analytical skills and strategic thinking, she is committed to continuous professional growth. Kristen's leadership in the industry is marked by her ability to foster strong client relationships and drive team performance. She is dedicated to staying abreast of market trends and regulatory changes that impact her clients. Outside of work, she enjoys engaging in community initiatives that promote financial literacy. Kristen is a certified financial planner, underscoring her commitment to ethical and informed financial advising.

Cfp`s contact details

mail

**************@mcadamfa.com

*****************@u.northwestern.edu

Colleagues

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Cfp Shane Sweigart

Senior Vice President

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Cfp Parker Moody

Vice President / Team Lead

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Phil Simonides Cfp

Executive Vice President & Certified Financial Planner

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Robert Stark

Vice President

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Michael Mcadam

President & CEO

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Awma Morgan Murphy Iv

Vice President of Advisor Development - Team Lead

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Bob Carroll

Vice President

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