Kristen Deevy Email & Phone Number
Managing Director of Retirement Plans @ World Investment Advisors (formerly Pensionmark)
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Kristen Deevy Location
- Denver, CO, US
Kristen Deevy Work
- Managing Director of Retirement Plans @ (March 2019 - Present)
- Board Member, Finance Committee, Board Development Committee, CEO Selection Committee @ (January 2020 - Present)
- Group Leader - ProVisors Colorado Womens Affinity Group @ (July 2021 - Present)
- Member @ National Association of Plan Advisors/American Retirement Association (January 2013 - Present)
- Managing Director, Rocky Mountain Region @ (September 2015 - March 2019)
- VP, Retirement Plans @ CoBiz Insurance (July 2010 - September 2015)
- Regional Vice President of Sales @ (August 2004 - July 2010)
- Pension Consultant @ (November 1997 - July 2004)
Kristen Deevy Education
- UCLA Anderson School of Management
C(k)P Certified 401(k) Professional
2011-2013 - University of Colorado at Boulder - Leeds School of Business
BS Business Administration (Finance)
1988-1992 - Los Gatos High School 1984-1988
Kristen Deevy Skills
- Investments
- Employee Benefits
- 401k
- Insurance
- Profit Sharing
- Fiduciary Management
- Mutual Funds
- Finance
- Series 63
- Retirement Planning
- Retirement
- Financial Advisory
- Pensions
- Securities
- Leadership
- Management
- Investment Management
- ESOP
- Non Qual
- Defined Benefit
- Health Savings Accounts
- Social Media
- Sales Management
- Microsoft Office
- Customer Service
- Research
- Investment Strategies
- Retirement Plan Consulting
- Fiduciary
- Fiduciary Services
- 401k Retirement Savings Plans
- Corporate Finance
- Project Management
- Personal Pensions
- Non Qualified Deferred Compensation
- 403 b
- Marketing
- Employee Stock Ownership Plan Esop
- Cash Balance
- 401 Retirement Savings Plans
- Employee Stock Ownership Plan
Kristen Deevy Summary
- Kristen Deevy, based in Denver, CO, US, is currently a Managing Director of Retirement Plans at World Investment Advisors (formerly Pensionmark). Kristen Deevy brings experience from previous roles at Freedom Service Dogs of America, ProVisors, National Association of Plan Advisors/American Retirement Association and Strategic Retirement Partners. Kristen Deevy holds a 2011 - 2013 C(k)P Certified 401(k) Professional @ UCLA Anderson School of Management. With a robust skill set that includes Investments, Employee Benefits, 401k, Insurance, Profit Sharing and more. Kristen Deevy has 1 emails and 2 mobile phone numbers on RocketReach.
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