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Kristen Deevy Cp
Kristen Deevy Cp
Group Leader - ProVisors Colorado Womens Affinity Group | ProVisors
Denver, Colorado, United States
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.
Kristen Deevy Cp
Work Experience
Group Leader - ProVisors Colorado Womens Affinity Group at
ProVisors
July 2021 - Present
Board Member, Finance Committee, Board Development Committee, CEO Selection Committee at
Freedom Service Dogs of America
January 2020 - Present
Managing Director of Retirement Plans at
World Investment Advisors (formerly Pensionmark)
March 2019 - Present
Member at
National Association Of Plan Advisorsamerican Retirement Association
January 2013 - Present
Managing Director, Rocky Mountain Region at
Strategic Retirement Partners
September 2015 - March 2019
VP, Retirement Plans at
Co. Biz Insurance Inc.
July 2010 - September 2015
Regional Vice President of Sales at
ING Nederland
August 2004 - July 2010
Pension Consultant at
Great-West Investments
November 1997 - July 2004
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
******@provisors.com
********@srpretire.com
*************@pensionmark.com
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