Kristina Muller, Cfa, Caia
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Kristina Muller, Cfa, Caia Email & Phone Number

Director, Product Management, Advanced Designation at Kaplan
Location: Albany, New York Metropolitan Area, United States 9 work roles 2 schools
1 work email found @massmutual.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

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Work email k****@massmutual.com
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Current company
Kaplan
Role
Director, Product Management, Advanced Designation
Location
Albany, New York Metropolitan Area, United States
Company size
1 employees

Who is Kristina Muller, Cfa, Caia? Overview

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Kristina Muller, Cfa, Caia is listed as Director, Product Management, Advanced Designation at Kaplan, a company with 1 employees, based in Albany, New York Metropolitan Area, United States. AeroLeads shows a work email signal at massmutual.com and a matched LinkedIn profile for Kristina Muller, Cfa, Caia.

Kristina Muller, Cfa, Caia previously worked as Investment Product Consultant at Massmutual and Senior Investment Advisor at Mcqueen Financial Advisors, Inc.. Kristina Muller, Cfa, Caia holds Ma, Economics from University At Albany.

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Email format at Kaplan

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*@massmutual.com
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Profile bio

About Kristina Muller, Cfa, Caia

Diverse investment background working in both personal and institutional investment management, interest rate risk management, financial education and investment operations. My experience includes:- fixed income and equity portfolio management- institutional balance sheet strategy consultant- asset liability modeling- long term client relationships - public speaker at industry events- writer (articles in profile)- training development and presentation- economic analysis- performance measurement- investment operations including transitions to new platforms- business development- former adjunct college instructor- board president with oversight of $2 million dollar scholarship fundI have a strong interest in financial education including the growing field of financial wellness. Over the years, I've worked with a variety of clients including individuals, credit unions, banks and charitable organizations. I've received many compliments on my teaching and presentations style. I'm very proud of the long term relationships that I've maintained with my clients over the years throughout many management changes.Please contact me at krismuller1020@gmail.com.

Listed skills include Financial Analysis, Investments, Portfolio Management, Finance, and 12 others.

Current workplace

Kristina Muller, Cfa, Caia's current company

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Kaplan
Kaplan
Director, Product Management, Advanced Designation
London, London
Website
kaplaninternational.com
Employees
1
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9 roles · 27 years

Kristina Muller, Cfa, Caia work experience

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Director, Product Management, Advanced Designation

Current
Kaplan

Fort Lauderdale, FL, US

Jul 2024 - Present

Investment Product Consultant

Massmutual

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.

Nov 2021 - Jul 2024

Senior Investment Advisor

Mcqueen Financial Advisors, Inc.

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.
  • 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.
Jun 2019 - Nov 2021

Senior Portfolio Manager

Balance Sheet Solutions, Llc

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.

Jul 2006 - May 2019

Portfolio Manager

Member Trade Advisory Services

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

2004 - 2006 ~2 yrs

Trust Investment Officer

The Troy Savings Bank

- 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.

1999 - 2004 ~5 yrs

Adjunct Faculty

Siena College

Loudonville, NY, US

Finance DepartmentTaught Upper Level Portfolio Management Class

Sep 2002 - Dec 2003

Portfolio Manager

The Troy Savings Bank Trust Department
Jun 1997 - Oct 2000

Securities Operations Clerk

They Troy Savings Bank

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.

May 1994 - Jun 1997
Team & coworkers

Colleagues at Kaplan

Other employees you can reach at kaplaninternational.com. View company contacts for 1 employees →

MI Manuela Ivaylova Manuela Ivaylova Colleague at Kaplan New York, New York, United States, United States View → TA Tarjani Agrawal Tarjani Agrawal Colleague at Kaplan United States, United States View → KW Kaitlyn Webster Kaitlyn Webster Colleague at Kaplan Denver, Colorado, United States, United States View → NK Nadiia Kaba Nadiia Kaba Colleague at Kaplan Manchester, England, United Kingdom, United Kingdom View → JD Janice Davila Janice Davila Colleague at Kaplan Orlando, Florida, United States, United States View → IS Ibrahim Sayginlioglu Ibrahim Sayginlioglu Colleague at Kaplan Türkiye, Turkey View → DM Diana Maria Grisales Rudas Diana Maria Grisales Rudas Colleague at Kaplan Colombia, Colombia View → NB Neisha B Neisha B Colleague at Kaplan Miami-Fort Lauderdale Area, United States, United States View → VS Vanessa Santos Vanessa Santos Colleague at Kaplan São Paulo, São Paulo, Brazil, Brazil View → LM Linda Murray Linda Murray Colleague at Kaplan Australia, Australia View →
2 education records

Kristina Muller, Cfa, Caia education

Ma, Economics

University At Albany

Ba, Business Administration And Management, General

University At Albany
FAQ

Frequently asked questions about Kristina Muller, Cfa, Caia

Quick answers generated from the profile data available on this page.

What company does Kristina Muller, Cfa, Caia work for?

Kristina Muller, Cfa, Caia works for Kaplan.

What is Kristina Muller, Cfa, Caia's role at Kaplan?

Kristina Muller, Cfa, Caia is listed as Director, Product Management, Advanced Designation at Kaplan.

What is Kristina Muller, Cfa, Caia's email address?

AeroLeads has found 1 work email signal at @massmutual.com for Kristina Muller, Cfa, Caia at Kaplan.

Where is Kristina Muller, Cfa, Caia based?

Kristina Muller, Cfa, Caia is based in Albany, New York Metropolitan Area, United States while working with Kaplan.

What companies has Kristina Muller, Cfa, Caia worked for?

Kristina Muller, Cfa, Caia has worked for Kaplan, Massmutual, Mcqueen Financial Advisors, Inc., Balance Sheet Solutions, Llc, and Member Trade Advisory Services.

Who are Kristina Muller, Cfa, Caia's colleagues at Kaplan?

Kristina Muller, Cfa, Caia's colleagues at Kaplan include Manuela Ivaylova, Tarjani Agrawal, Kaitlyn Webster, Nadiia Kaba, and Janice Davila.

How can I contact Kristina Muller, Cfa, Caia?

You can use AeroLeads to view verified contact signals for Kristina Muller, Cfa, Caia at Kaplan, including work email, phone, and LinkedIn data when available.

What schools did Kristina Muller, Cfa, Caia attend?

Kristina Muller, Cfa, Caia holds Ma, Economics from University At Albany.

What skills is Kristina Muller, Cfa, Caia known for?

Kristina Muller, Cfa, Caia is listed with skills including Financial Analysis, Investments, Portfolio Management, Finance, Risk Management, Banking, Fixed Income, and Asset Management.

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