Team Lead, Jamieson Grabenhorst & Casey Cleveland
(503) 670-1958 · firstname.lastname@example.org
After being with CGC for more than ten years, Kristin is known among her colleagues for her commitment to excellent service, and is considered a results-driven leader.
As a client service specialist and team lead for two partners, Kristin gracefully balances the time-sensitive nature of her job with client accessibility on a day-to-day basis. She delivers a high level of service to clients, for whom she is often the first point of contact. In addition, as a Series 6 licensed professional, she executes trades and works closely with clients and advisors to set up deposits and withdrawals.
When she’s not at work, Kristin enjoys camping near the ocean, watching her two sons play baseball, traveling with her husband and family–and most of all, cheering on the New England Patriots.
- Series 6, 63