As part of the Client Services team, Kristen is responsible for client service needs and requests. With almost 15 years of industry experience, Kristen is proficient in acquiring organizational knowledge and applying it to support operations and growth initiatives. She strives to provide an exceptional customer experience and utilizes that level of service to build strong relationships with our clients.
Kristen brings extensive experience in operations, compliance, administration and customer service. Prior to joining One Charles, she held an Operations Management position at a local financial firm where she supported high net worth clients. She also spent an extended period of time at Charles Schwab in their Advisor Services department providing operational support to a network of financial advisors throughout the United States.