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Kristen Deevy Cp

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Kristen Deevy Cp

Group Leader - ProVisors Colorado Womens Affinity Group | ProVisors

Denver, Colorado, United States

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Kristen Deevy Cp

Summary

Kristen Deevy is a seasoned retirement plan advisor with a strong focus on fiduciary support and financial wellness coaching. With a career spanning over two decades, she has developed expertise in managing qualified retirement plans and providing comprehensive services that include investment analysis and employee communication. Kristen holds the C(k)P Certified 401(k) Professional designation from UCLA Anderson School of Management, underscoring her commitment to excellence in her field. She has been recognized multiple times as a top advisor and was recently invited to Capitol Hill to advise congressional leaders on retirement savings legislation. Her leadership extends beyond her professional role, serving as a board member for organizations that support assistance dogs. Kristen's proactive approach to client service and her ability to navigate complex regulatory environments make her a valuable asset to any organization.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Non-Profit Experience

Kristen Deevy Cp

Work Experience

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Group Leader - ProVisors Colorado Womens Affinity Group at

ProVisors

July 2021 - Present

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Board Member, Finance Committee, Board Development Committee, CEO Selection Committee at

Freedom Service Dogs of America

January 2020 - Present

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Managing Director of Retirement Plans at

World Investment Advisors (formerly Pensionmark)

March 2019 - Present

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Member at

National Association Of Plan Advisorsamerican Retirement Association

January 2013 - Present

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Managing Director, Rocky Mountain Region at

Strategic Retirement Partners

September 2015 - March 2019

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VP, Retirement Plans at

Co. Biz Insurance Inc.

July 2010 - September 2015

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Regional Vice President of Sales at

ING Nederland

August 2004 - July 2010

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Pension Consultant at

Great-West Investments

November 1997 - July 2004

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Kristen Deevy Cp

Education

UCLA Anderson School of Management, C(K)P Certified 401(K) Professional

January 2011 - January 2013

University of Colorado at Boulder Leeds School of Business, Bs Business Administration

January 1988 - January 1992

Los Gatos High School

January 1984 - January 1988

Frequently Asked Questions about Kristen Deevy Cp

What is Kristen Deevy Cp email address?

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

What company does Kristen Deevy Cp work for?

Kristen Deevy Cp is a Group Leader - ProVisors Colorado Womens Affinity Group at ProVisors, a company specializing in Civic & social associations.

Where Kristen Deevy Cp graduated from?

Kristen Deevy Cp holds a degree in from UCLA Anderson School of Management.

How can I directly contact Kristen Deevy Cp?

To contact Kristen Deevy Cp directly, you can use the email address ******@provisors.com. Complete contact information is available upon registration with Muraena.

Who is Kristen Deevy Cp?

Kristen Deevy is a seasoned retirement plan advisor with a strong focus on fiduciary support and financial wellness coaching. With a career spanning over two decades, she has developed expertise in managing qualified retirement plans and providing comprehensive services that include investment analysis and employee communication. Kristen holds the C(k)P Certified 401(k) Professional designation from UCLA Anderson School of Management, underscoring her commitment to excellence in her field. She has been recognized multiple times as a top advisor and was recently invited to Capitol Hill to advise congressional leaders on retirement savings legislation. Her leadership extends beyond her professional role, serving as a board member for organizations that support assistance dogs. Kristen's proactive approach to client service and her ability to navigate complex regulatory environments make her a valuable asset to any organization.

Kristen`s contact details

mail

******@provisors.com

********@srpretire.com

*************@pensionmark.com

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