Kristen Castell

Kristen Castell Email and Phone Number

Fintech & Accelerator Leader, Executive, Entrepreneur, Strategic Operator, Business Development, Creator of Products+Companies+Communities, Former COO, #financialInclusion #connector #techfocused #futurist #mother @ Center for Accelerating Financial Equity
Kristen Castell's Location
United States, United States
Kristen Castell's Contact Details

Kristen Castell work email

Kristen Castell personal email

n/a
About Kristen Castell

Kristen is a strategic leader, operator and creator of products, companies, and cities. Financial services executive, entrepreneur, COO, CPO background. Expert networker and connector to build partnerships and organizations. Passionate about financial inclusion, equality, and building community. Kristen is currently the Managing Director of CAFE, where she built and leads a non-profit organization with a fintech accelerator program focused on advancing financial wellness for underserved communities. She has deep experience as a product executive at large asset managers and as a fintech start-up entrepreneur. She was chosen as an "Inspiring Fintech Female 2023" by NYC Fintech Women and a "RealList Connector 2024" by Technical.ly.Prior experiences include product consulting for a venture capital platform based on web3 tokenization model. Kristen spent 3 years as part of the founding team, COO, and Head of Product of Seeds Investor, a fintech startup that empowers financial advisors to deliver more personalized, values-aligned investment portfolios for clients. As a base for her career, Kristen spent nearly 15 years at BlackRock and JPMorgan designing and building investment products for wealth advisory and private bank clients. She is an experienced product developer that excels at strategic vision and leading cross-functional teams to build meaningful, client-focused products and platforms.She has been very involved in financial inclusion work, including as a board member for MicroDreams, a microfinance non-profit. Also, she is an advisor to Telosa (a new city being build on equitism) and and advisor to ShareChange, an app that enables financial wellness and microfinance giving.The time is now where the intersection of technology and social consciousness is propelling us to make choices about the impact we are having in the world!

Kristen Castell's Current Company Details
Center for Accelerating Financial Equity

Center For Accelerating Financial Equity

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Fintech & Accelerator Leader, Executive, Entrepreneur, Strategic Operator, Business Development, Creator of Products+Companies+Communities, Former COO, #financialInclusion #connector #techfocused #futurist #mother
Kristen Castell Work Experience Details
  • Center For Accelerating Financial Equity
    Managing Director, Fintech Cafe
    Center For Accelerating Financial Equity Jul 2023 - Present
    CAFE powers innovative, inclusive finance for better lives. Kristen built and leads a non-profit organization, with a flagship fintech accelerator program CAFE has a mission of advancing financial health & wellness for low- to moderate- income (LMI) communities. She has built an ecosystem of fintech founders, banks, investors, academia, industry leaders and a program to support the growth of extraordinary fintech companies.
  • Vc3 Labs
    Product Development, Venture Capital Platform
    Vc3 Labs Apr 2023 - Jun 2023
    Product consultant for Web3 based venture capital platform community providing a better system for deal-flow and portfolio support
  • Seeds
    Chief Operating Officer & Head Of Product
    Seeds Apr 2020 - Apr 2023
    New York, Us
    Seeds is a fintech platform that empowers financial advisors to deliver personalized, values-aligned investment portfolios. As part of the founding team, Kristen was involved in all aspects of the creating the tech platform, business development, client & partner relationships, strategy, operations and building the executive team.
  • Jpmorgan Chase & Co.
    Jpmorgan, Executive Director
    Jpmorgan Chase & Co. Nov 2017 - Apr 2020
    New York, Ny, Us
    Led the product development of a $20B+ investment platform in the Private Bank• Led the design and creation of a new, innovative mutual fund complex• Investment design by asset manager sub-advisors including PIMCO, BlackRock, Nuveen, BNY• Created a new operating model and built the platform with large cross-functional teams• Strategy Lead for Women on the Move Interactive Network, Tri-State (WOTM)
  • Blackrock
    Director, Us Wealth Advisory
    Blackrock Jul 2011 - Nov 2017
    New York, Ny, Us
    Product Structure & Oversight, US Wealth Advisory• Designed and launched mutual funds for US wealth advisory clients, financial advisors• Partnered on product strategy, enhancing product features in line with client preferences• Presented to the Board of Directors and internal committees for approval of business initiatives• Led team collaboration to execute on large scale, complex business initiativesHighlights include:• Multi-Manager Alternative Strategies Fund – designed the firm’s 1st multi-alternative fund with 7+ external hedge fund sub-advisers and led 100+ person cross-functional team• Multi-Asset Income Fund – restructured flagship into strategic global fund; $14B+ AUM• Total Emerging Markets Fund – innovative design with Scientific Active Equity investors• Impact Funds – developed the firm’s 1st sustainable mutual funds under the Impact Platform
  • Blackrock
    Associate, Global Fund Services
    Blackrock Aug 2007 - Jul 2011
    New York, Ny, Us
    Fund Administration, Global Fund Services• Managed external accounting providers for all BlackRock US open-end, closed-end funds• Coordinated the acquisition of the Barclays Global Investors (BGI) mutual funds (2009)• Created Excel models to forecast income for portfolio management and risk groups
  • Jpmorgan Chase
    Jpmorgan Chase, Management Services Analyst
    Jpmorgan Chase Jul 2006 - Jul 2007
    New York, Ny, Us
    Securities Accountant – Proprietary Positioning Business, Feb. 2007 – Aug. 2007• Handled all accounting activities for foreign and distressed debt bonds.• Reconciled and substantiated balance sheet and income statement accounts.Fixed Income Analyst – Investment Bank Core Accounting Team, July 2006 – Jan. 2007• Migrated and managed the JPM Capital Markets mutual fund accounting process from Chicago.• Performed Sarbanes Oxley (SOX) testing for fixed income businesses.

Kristen Castell Education Details

  • Drexel University'S Lebow College Of Business
    Drexel University'S Lebow College Of Business
    Lead Mba Program
  • Loyola University Maryland
    Loyola University Maryland
    Finance
  • Monash University
    Monash University
    Study Abroad Program

Frequently Asked Questions about Kristen Castell

What company does Kristen Castell work for?

Kristen Castell works for Center For Accelerating Financial Equity

What is Kristen Castell's role at the current company?

Kristen Castell's current role is Fintech & Accelerator Leader, Executive, Entrepreneur, Strategic Operator, Business Development, Creator of Products+Companies+Communities, Former COO, #financialInclusion #connector #techfocused #futurist #mother.

What is Kristen Castell's email address?

Kristen Castell's email address is kr****@****ams.org

What schools did Kristen Castell attend?

Kristen Castell attended Drexel University's Lebow College Of Business, Loyola University Maryland, Monash University.

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