Kristina Muller, Cfa, Caia Email & Phone Number

Fort Lauderdale, Fl, Us

Springfield, Massachusetts, Us

- Consultant to Financial Advisors throughout the country on Investment Management topics, such as asset allocation, fund and program selection.- Assisted advisors on evaluating current portfolio allocation and determining appropriate changes.- Worked with Wealth Management team to bring new products to nationwide market, such as outsourced chief investment office (OCIO) , direct indexing and model fund portfolios.- Created weekly market summary that was distributed to entire advisor network- Extensive use of Morningstar and Envestnet platform.

Clawson, Michigan, Us

Oversee functions related to planning, development, and management of fixed income investment portfolios for credit unions in line with interest rate risk profile. Conduct weekly calls with the CEO/CFO to discuss ongoing activities and balance sheet strategy. Review and update annual policies (ALM, investment, concentration, liquidity), monitor quarterly ALM reports, and discuss the economic environment with clients and their Boards of Directors. Perform credit reviews for corporate bonds and municipal securities, analyze core deposit studies, and review liquidity stress tests and concentration analysis with clients.Key Contributions:• Introduced and presented new webinar series on ALM Basics.• Transitioned multiple clients from former employer on to McQueen platform.• Attended credit union chapter events, conferences, and spoke at executive roundtables to represent company across northeast market.

Subsidiary of Alloya Corporate FCU providing investment advisory and asset liability management services to credit unions throughout the country.Investments:- Investment Advisor for several institutional clients for more than 10 years- Managed fixed income portfolios on non-discretionary basis ranging in size up to $125 millionConsulting:- Performed quality control of ALM modeling reports and reviewed results with clients- Worked with accounting staff of credit unions to ensure accuracy of investment reportsMember Education and Training:- Conducted over 20 live education webinars on various investment topics in credit union industry- Delivered on-site presentations for credit union management and credit union industry functions, including parent company's annual conference- Wrote several articles for company publications Sales and Marketing: - Developed scaled down investment advisory package for smaller credit unions- Created materials for web based ALM training program for Board Members

Subsidiary of Empire Corporate FCU. Investment Advisory and ALM provider to credit unions throughout the country. Merged with Balance Sheet Solutions in 2006.

- Managed trust portfolios to ensure investments were allocated in accordance with investment guidelines- Oversaw individual, institutional, endowment and pension funds along with supplemental needs trusts- Responsible for trading of both equity and fixed income securities for department- Met with both individual clients and finance committees to discuss portfolio performance- Researched individual stock performance through technical and fundamental analysis- Performed regular monitoring of mutual fund performance- Met monthly with banks Board of Directors to review transactions of the department- Handled charitable donations for several local organizations, including a charitable gift annuity and pooled income fund

Loudonville, Ny, Us

Finance DepartmentTaught Upper Level Portfolio Management Class

Responsible for the processing of trades for the Trust Department and assisting in the daily transactions of the department, including account balancing, cash management and income posting, along with all corporate actions.Utilized the Sungard and Northern Trust's Trust Operating Systems.

Ma, Economics

Ba, Business Administration And Management, General