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Kristi Carlson

Kristi Carlson

Chief Financial Officer | Integrated Financial Partners

Worcester, Massachusetts, United States

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Kristi Carlson

Summary

Kristi Carlson is an accomplished Chief Financial Officer with a strong background in the depository banking sector. Based in Worcester, Massachusetts, she leads financial strategies at Integrated Financial Partners, a small firm that emphasizes personalized financial services. With a focus on innovative financial solutions, Kristi plays a crucial role in navigating the complexities of banking operations. Her leadership experience at the C-level equips her with the skills to drive organizational growth and efficiency. Although specific prior experience is not detailed, her current role suggests a significant depth of knowledge in financial management. Kristi is dedicated to enhancing client relationships and ensuring regulatory compliance, which are vital in the financial industry. Her strategic mindset and adaptability make her a key asset in any financial environment. Kristi's commitment to professional excellence is evident in her approach to leadership and financial stewardship.

General

Specialist

Technical Background

Leadership Experience

Moderate Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Kristi Carlson

Work Experience

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Chief Financial Officer at

Integrated Financial Partners

Present

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Frequently Asked Questions about Kristi Carlson

What is Kristi Carlson email address?

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What company does Kristi Carlson work for?

Kristi Carlson is a Chief Financial Officer at Integrated Financial Partners, a company specializing in Functions related to depository banking.

How can I directly contact Kristi Carlson?

To contact Kristi Carlson directly, you can use the email address ********@ifpadvisor.com. Complete contact information is available upon registration with Muraena.

Who is Kristi Carlson?

Kristi Carlson is an accomplished Chief Financial Officer with a strong background in the depository banking sector. Based in Worcester, Massachusetts, she leads financial strategies at Integrated Financial Partners, a small firm that emphasizes personalized financial services. With a focus on innovative financial solutions, Kristi plays a crucial role in navigating the complexities of banking operations. Her leadership experience at the C-level equips her with the skills to drive organizational growth and efficiency. Although specific prior experience is not detailed, her current role suggests a significant depth of knowledge in financial management. Kristi is dedicated to enhancing client relationships and ensuring regulatory compliance, which are vital in the financial industry. Her strategic mindset and adaptability make her a key asset in any financial environment. Kristi's commitment to professional excellence is evident in her approach to leadership and financial stewardship.

Kristi`s contact details

mail

********@ifpadvisor.com

**************@integrated-partners.com

Colleagues

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Stephen Kolano Cfa

Chief Investment Officer

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Lacy Leblanc

Chief of Operations

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Nathan Sonnenberg Cfa Caia

Chief Investment Officer

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Crpc John Pastore

Executive Vice President/Private Wealth Manager

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