Kristin Email & Phone Number
Senior Staff Accountant @ Lupoli Companies
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Kristin Location
- Lawrence, MA, US
Kristin Work
- 2025 -now Senior Staff Accountant @
- 2024 -2025 Accountant @
- 2021 -2024 Assistant Property Manager @
- 2013 -2021 Executive Assistant @
- 2008 -2013 Financial Services Professional @ Self Employed
- 2003 -2008 Director, Advisor Training @
- 1999 -2003 Senior Trainer @
- 1997 -1999 Client Services Manager @
- 1996 -1997 Sales Assistant @
Kristin Education
- Questrom School of Business, Boston University
BS (Business Administration)
1992-1996 - Chelmsford High School 1988-1992
Kristin Skills
- Account Management
- Analysis
- Applicant Tracking Systems
- Asset Management
- Asset Allocation
- Banking
- Business Analysis
- Business Process Improvement
- Business Relationship Management
- Business Development
- Business Strategy
- Coaching
- Capital Markets
- Cross-functional Team Leadership
- Customer Retention
- Customer Service
- Employee Training
- Equities
- FINRA
- Financial Analysis
- Financial Services
- Fixed Income
- Hedge Funds
- Investment Advisory
- Investments
- Leadership Development
- Management
- Mergers
- Microsoft Office
- Mutual Funds
- Portfolio Management
- Process Improvement
- Product Management
- Project Management
- Relationship Management
- Risk Management
- Sales
- Salesforce.com
- Securities
- Series 24
- Series 6
- Series 63
- Series 7
- Strategic Planning
- Team Building
- Team Leadership
- Trading Systems
- Vendor Management
- Wealth Management
- Mergers
- Cross Functional Team Leadership
Kristin Summary
- Kristin, based in Lawrence, MA, US, is currently a Senior Staff Accountant at Lupoli Companies. Kristin brings experience from previous roles at Lupoli Companies and Self Employed. Kristin holds a 1992 - 1996 BS in Business Administration @ Questrom School of Business, Boston University. With a robust skill set that includes Account Management, Analysis, Applicant Tracking Systems, Asset Management, Asset Allocation and more. Kristin has 3 emails on RocketReach.
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