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Kristi Bledsoe Henry

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Kristi Bledsoe Henry

Vice President, Financial Planner | Chevy Chase Trust

New Market, Maryland, United States

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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.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Organisational experience

Corporate Experience

Kristi Bledsoe Henry

Work Experience

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Vice President, Financial Planner at

Chevy Chase Trust

May 2024 - Present

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Assistant Vice President, Financial Planning Associate at

Chevy Chase Trust

January 2020 - January 2024

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Business Development Associate at

Chevy Chase Trust

January 2014 - January 2020

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Executive Assistant at

Sutherland

January 2009 - January 2014

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Legal Secretary at

Sutherland

January 2005 - January 2009

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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

mail

******@chevychasetrust.com

Colleagues

Paul Duncan

Chief Compliance Officer

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Svetlana Novikova

VP IT Operations Coordinator

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Al Bhatt

Managing Director

Cfp Susan Gordon Freed

Managing Director

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Kristen Barstow

Vice President

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Larry Fisher

President - Family Wealth

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Missy Mercurio Ctfa

Senior Trust Officer, VP

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Cfp Leah Byrne

Vice President

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Leslie Smith

Senior Managing Director

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