Administrative Assistant, Private Client Group
Kristen joined Clearstead in 2020 as an Administrative Assistant. She provides immediate support to the Private Client Group through preparation and processing of client deliverables, including tax data and various financial reports.
Prior to joining Clearstead, Kristen worked as a Client Service Associate for TD Ameritrade’s retail division. Before TD Ameritrade, she worked in the sport and fitness industry focusing on coaching operations and customer experience. Kristen has a bachelor’s degree from Ohio University and a master’s degree from Cleveland State University.
Find Your Clarity
We provide objective financial leadership through our fee-only advisory model. We do not offer proprietary products and receive no commissions from the investments we recommend: our only source of revenue is advisory fees we receive for financial advice. Our objectivity is central to the effective service we provide our clients.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114