Kristin McCoy
Client Management at Privately Owned Investment Advisory Firm
📍 Orange County, California, United States
Kristin McCoy is an experienced Investment Adviser Representative and Client Management Specialist. She focuses on building trusting relationships with clients in the investment advisory industry through exceptional service. A graduate of California State University San Marcos, she holds a Series 65 certification, qualifying her as an Investment Adviser Representative.
Read the full overview →Experience
12 Years
Current Role
Client Management
Location
Orange County, California, United States
Personality Overview
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Priorities
Topics Kristin cares about
Client Management
Passionate about building professional and trusting relationships with clients while providing exceptional customer service.
Investment Advisory
Works as an Investment Adviser Representative, holding a Series 65 license to provide investment advice.
Career
Work history
6-2013
Client Management
Privately Owned Investment Advisory Firm
In the press
Media appearances
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Education
2007 - 2012
Bachelor's Degree
California State University San Marcos
Social presence
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