Director of Advisor Relations
As the Director of Advisor relations, Kristen is the first point of contact with advisors. Her primary focus is to make sure that financial advisors within Townsquare receive service that exceeds their expectations. She ensures that advisors operate seamlessly with the back office by creating and streamlining internal processes. She is passionate about delivering exceptional service by focusing on our clients’ needs as they onboard and transition to Townsquare Capital.
Kristen comes to TownSquare with years of industry experience as well as customer service experience. During her years at Fidelity Investments she obtained her series 7, series 63, and her Life and Health Insurance Licenses.