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.
Kristin McCoy
Client Management at Privately Owned Investment Advisory Firm
Orange County, California, United States
Overview
Topics They Care 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.
Professional Growth
Possesses a strong work ethic and actively strives to learn and grow within her career, indicating a commitment to continuous development.
Media Appearances
Kristin has no verified media appearances
Work History
6-2013
Client Management at Privately Owned Investment Advisory Firm
Education
2007 - 2012
Bachelor's Degree from California State University San Marcos
More Information
Social Presence :
Prographics :
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Location : Orange County, California, United States
Job Level : N/A
Designation : Client Management at Privately Owned Investment Advisory Firm
