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Cfp Kristen Koonce
Cfp Kristen Koonce
Senior Vice President | McAdam Financial
Chicago, Illinois, United States
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.
Cfp Kristen Koonce
Work Experience
Senior Vice President at
McAdam Financial
April 2018 - Present
District Manager at
Mcadam Financially Advanced
May 2015 - Present
Financial Advisor at
Mcadam Financially Advanced
October 2014 - Present
Financial Advisor at
Voya Financial Advisors
July 2013 - October 2014
Financial Planning Intern at
Metlife Securities
June 2012 - August 2012
Finance Intern at
Mills Price And Associates Inc Lpl Financial
June 2011 - August 2011
Sales Associate at
Nordstrom
June 2010 - September 2010
Field Vice President at
Mcadam Financial
Present
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
**************@mcadamfa.com
*****************@u.northwestern.edu
Colleagues
Senior Vice President
Vice President / Team Lead
Executive Vice President & Certified Financial Planner
Vice President
Vice President
President & CEO
Vice President of Advisor Development - Team Lead
Vice President
Vice President
Vice President