Kirsten Wisdom, Mba

Kirsten Wisdom, Mba Email and Phone Number

Wealth Analyst & Trust Services | Accredited Asset Management Specialist™ @ Laird Norton Wetherby
Kirsten Wisdom, Mba's Location
Seattle, Washington, United States, United States
Kirsten Wisdom, Mba's Contact Details

Kirsten Wisdom, Mba personal email

n/a

Kirsten Wisdom, Mba phone numbers

About Kirsten Wisdom, Mba

Kirsten collaborates with a variety of LNW experts in investments, trusts and estate planning to help administer trusts that function optimally for clients and their beneficiaries. She is involved in all aspects of trust account management and wealth planning. Her duties include working closely with LNW wealth managers to create, implement and monitor investment portfolios within trusts, to maintain the appropriate asset allocation strategies, and to propose solutions that enhance the overall relationship with client families. What Kirsten enjoys most about her work is the long-term relationships developed with the different generations within families as trusts are established, funded and start to operate as intended. Prior to LNW, Kirsten worked in technology and healthcare as a marketing manager at Hewlett-Packard and as a project coordinator at Virginia Mason Franciscan Health.

Kirsten Wisdom, Mba's Current Company Details
Laird Norton Wetherby

Laird Norton Wetherby

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Wealth Analyst & Trust Services | Accredited Asset Management Specialist™
Kirsten Wisdom, Mba Work Experience Details
  • Laird Norton Wetherby
    Wealth Analyst
    Laird Norton Wetherby Jan 2024 - Present
    Seattle, Washington, United States
    Kirsten collaborates with a variety of LNW experts in investments, trusts and estate planning to help administer trusts that function optimally for clients and their beneficiaries. She is involved in all aspects of trust account management and wealth planning. Her duties include working closely with LNW wealth managers to create, implement and monitor investment portfolios within trusts, to maintain the appropriate asset allocation strategies, and to propose solutions that enhance the overall relationship with client families. What Kirsten enjoys most about her work is the long-term relationships developed with the different generations within families as trusts are established, funded and start to operate as intended. Prior to LNW, Kirsten worked in technology and healthcare as a marketing manager at Hewlett-Packard and as a project coordinator at Virginia Mason Franciscan Health.
  • Laird Norton Wealth Management
    Trust Analyst
    Laird Norton Wealth Management Jul 2022 - Jan 2024
    Seattle, Washington, United States
  • Virginia Mason Medical Center
    Project Coordinator
    Virginia Mason Medical Center Sep 2021 - Mar 2022
    Seattle, Washington, United States
    • Designed and prepared a monthly metrics data report & presentation; structured, coordinated, & implemented projects. • Utilized lean management principles to eliminate waste from department processes by redesigning information flow and adopting dynamic features of Google Workspace, achieving over 50% productivity improvement.
  • Virginia Mason Medical Center
    Medical Assistant
    Virginia Mason Medical Center May 2018 - Sep 2021
    Issaquah, Wa
    • Improved processes in areas of outreach for diabetes management, telehealth, e-forms, and pediatric HPV immunizations.• Designed a new process to efficiently target patient outreach for HPV immunizations, resulting in improved vaccine completion metrics for adolescent patients.• Improved care management for Virginia Mason’s Down Syndrome program by creating & managing a SharePoint site that provided dynamic access to patient information maintained by providers and RNs.
  • Marketframes Group Llc
    Senior Consultant
    Marketframes Group Llc Nov 2007 - Sep 2008
    Portland, Oregon
    Provided strategic consulting on business plans, product plans, and product marketing processes for a printing and imaging company.
  • Hp
    Consumer Marketing Strategist, Business Development Manager, And Product Manager
    Hp Apr 1997 - May 2005
    Vancouver, Washington
    Various roles in business units focused on inkjet printing, consumer internet solutions development, as well as strategic planning, strategic alliances, and business development in the consumer, enterprise, and graphics arts/digital press markets.
  • Hp
    Product Manager / Retail Brand & Promotions Manager
    Hp Sep 1994 - Apr 1997
    Boise, Idaho, United States
    Various roles in business units focused on HP LaserJet supplies.

Kirsten Wisdom, Mba Skills

Product Marketing Strategy Competitive Analysis Product Planning Program Management Strategic Partnerships Business Planning Product Management

Kirsten Wisdom, Mba Education Details

Frequently Asked Questions about Kirsten Wisdom, Mba

What company does Kirsten Wisdom, Mba work for?

Kirsten Wisdom, Mba works for Laird Norton Wetherby

What is Kirsten Wisdom, Mba's role at the current company?

Kirsten Wisdom, Mba's current role is Wealth Analyst & Trust Services | Accredited Asset Management Specialist™.

What is Kirsten Wisdom, Mba's email address?

Kirsten Wisdom, Mba's email address is ki****@****son.org

What is Kirsten Wisdom, Mba's direct phone number?

Kirsten Wisdom, Mba's direct phone number is +136060*****

What schools did Kirsten Wisdom, Mba attend?

Kirsten Wisdom, Mba attended Western Governors University, University Of Idaho, Lake Washington Institute Of Technology.

What skills is Kirsten Wisdom, Mba known for?

Kirsten Wisdom, Mba has skills like Product Marketing, Strategy, Competitive Analysis, Product Planning, Program Management, Strategic Partnerships, Business Planning, Product Management.

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