Kristina A. Erasmus

Kristina A. Erasmus

Nessuna posizione attualmente

Finance
Consumer Services

Profilo

Ms. Kristina A.
Erasmus
is Senior Client Services Associate at Boston Financial Management, Inc. As a member of the firm's Client Service Team, she works closely with Portfolio Managers to provide wealth services to clients.
In doing so, she acts as liaison between clients, attorneys and accountants to provide exceptional client service in the daily administration of trust, retirement and individual investment management accounts.
She is also responsible for the management of special projects.
She joined Boston Financial Management in 2003 as the Administrative Coordinator prior to transitioning to the Client Service Team.
Ms. Erasmus earned her B.A.
and M.A.
at the University of Connecticut.
She is also a graduate of the Cannon Financial Institute Trust School.

Precedenti posizioni note di Kristina A. Erasmus

SocietàPosizioneFine
Analyst-Equity 23/06/2010
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Formazione di Kristina A. Erasmus

University of Connecticut Graduate Degree

Esperienze
Posizioni ricoperte

Attive

Inattive

Società quotate in Borsa

Aziende private

Vedi nel dettaglio l'esperienza di Kristina A. Erasmus

Società collegate

Aziende private1

Finance

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