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Kristi Bledsoe Henry
Kristi Bledsoe Henry
Vice President, Financial Planner | Chevy Chase Trust
New Market, Maryland, United States
Kristi Bledsoe Henry
Summary
Kristi Bledsoe Henry is a seasoned Vice President of Financial Planning at Chevy Chase Trust, where she excels in helping clients navigate their financial journeys. With a robust background in business development and financial planning software, she has a proven track record of utilizing technology to enhance client services and streamline operations. Kristi's career spans various roles, from teaching dance to managing financial planning teams, showcasing her versatile skill set and adaptability. Her innovative approach includes developing unique strategies for Social Security planning and creating comprehensive financial plans tailored to client needs. Kristi is also an advocate for inclusive education, having pioneered a Special Ed dance class in Fairfax County. Her commitment to professional growth is evident through her continuous education in financial services. Kristi's leadership style emphasizes collaboration and client-centric solutions, making her a valuable asset in the finance industry.
Kristi Bledsoe Henry
Work Experience
Vice President, Financial Planner at
Chevy Chase Trust
May 2024 - Present
Assistant Vice President, Financial Planning Associate at
Chevy Chase Trust
January 2020 - January 2024
Business Development Associate at
Chevy Chase Trust
January 2014 - January 2020
Executive Assistant at
Sutherland
January 2009 - January 2014
Legal Secretary at
Sutherland
January 2005 - January 2009
Kristi Bledsoe Henry
Education
American University of Financial Services, Cfp Certification Courses
Frequently Asked Questions about Kristi Bledsoe Henry
What is Kristi Bledsoe Henry email address?
Kristi Bledsoe Henry's primary email address is ******@chevychasetrust.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Kristi Bledsoe Henry work for?
Kristi Bledsoe Henry is a Vice President, Financial Planner at Chevy Chase Trust, a company specializing in Monetary Authorities-Central Bank.
Where Kristi Bledsoe Henry graduated from?
Kristi Bledsoe Henry holds a degree in Financial Planning And Services from American University of Financial Services.
How can I directly contact Kristi Bledsoe Henry?
To contact Kristi Bledsoe Henry directly, you can use the email address ******@chevychasetrust.com. Complete contact information is available upon registration with Muraena.
Who is Kristi Bledsoe Henry?
Kristi Bledsoe Henry is a seasoned Vice President of Financial Planning at Chevy Chase Trust, where she excels in helping clients navigate their financial journeys. With a robust background in business development and financial planning software, she has a proven track record of utilizing technology to enhance client services and streamline operations. Kristi's career spans various roles, from teaching dance to managing financial planning teams, showcasing her versatile skill set and adaptability. Her innovative approach includes developing unique strategies for Social Security planning and creating comprehensive financial plans tailored to client needs. Kristi is also an advocate for inclusive education, having pioneered a Special Ed dance class in Fairfax County. Her commitment to professional growth is evident through her continuous education in financial services. Kristi's leadership style emphasizes collaboration and client-centric solutions, making her a valuable asset in the finance industry.
Kristi`s contact details
******@chevychasetrust.com
Colleagues
Chief Compliance Officer
VP IT Operations Coordinator
Managing Director
Managing Director
Member
Vice President
President - Family Wealth
Senior Trust Officer, VP
Vice President
Senior Managing Director