Manager, Office Operations
Kristin is a registered representative and has more than 17 years of experience in the financial services industry. She came to Sullivan & Associates as a registered client service manager, resolving client inquiries with the highest level of service. She prepared financial reports, performed daily account operations, and followed up with clients on post-meeting procedures, trades, and paperwork. She is now the Office Operations Manager and ensures that the day-to-day operations of our office run smoothly.
Before joining Raymond James in 2009, Kristin worked as an investment service associate with Merrill Lynch in Jacksonville, Florida, and a registered client sales associate with Morgan Stanley in New York City. She graduated from Lafayette College with a double major in psychology and art.
Originally from New Jersey, Kristin lives in Colorado Springs with her husband Jake, and two children, Lily, and Evan. Her leisurely pursuits include golfing, skiing, hiking, and drawing.