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@lwarner.com
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1 phone found area 410
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Kristen Stone is listed as Investment Operations at The Warner Companies, a company with 60 employees, based in Monkton, Maryland, United States. AeroLeads shows a work email signal at lwarner.com, phone signal with area code 410, and a matched LinkedIn profile for Kristen Stone.
Kristen Stone previously worked as Associate Director - Private Client at The Warner Companies and Investment Operations Associate at Bfg Financial Advisors. Kristen Stone holds Ba, Communication & Computer Technology from New England College.
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AeroLeads found 1 current-domain work email signal for Kristen Stone. Compare company email patterns before reaching out.
Experienced Partner with a demonstrated history of working in the venture capital and private equity industry. Strong entrepreneurship professional skilled in Sales, Customer Relationship Management (CRM), Asset Management, Retirement Planning, and Market Research.Disclosure:Third-party posts found on this profile do not reflect the views of M Holdings Securities, Inc. nor itsAssociated Persons/Affiliates, and have not been reviewed by M Holdings Securities as to the accuracy orcompleteness.This material and the opinions voiced are for general information only and are not intended to providespecific advice or recommendations for any individual. To determine what is appropriate for you,please contact me directly or consult another qualified professional.The testimonials/recommendations used may not be representative of the experiences of otherclients, and they are not indicative of future performance or success.
Listed skills include Project Management, Market Research, Investments, Mutual Funds, and 17 others.
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Timonium, Maryland, United States
Primarily responsible for service, operations, and implementation of recommendations within the Private Client area. This includes new business as well as service of the firms existing clientele as it relates to the both the investment and insurance lines of business
Baltimore MD
Processed daily investment transactions, assisted clients and financial advisors with documents, coordinated fund information, and assisted internal and external wholesalers with paperwork, procedures, and marking materials. Developed and wrote procedures for the implementation of the new clean desk policy for the entire firm.Provided updated reporting to.
Owings Mills Md
Processes adjustments that are intermediate in complexity on the OmniPlus system to correct erroneous transactions. Transactions types include current day adjustments, contributions, loan repayments, withdrawals and terminations. Adjustments require accurate research, data gathering, and posting participant transactions. Determines required trades (such as.
Provided fundamental client support in all phases of operational service and account maintenance. Provided daily processing support for transaction business request to support the internal and external client.
Baltimore Maryland
Established and maintained effective working relationships with Executive Management, all departments, clients and vendors.Maintained workflows and met deadlines.Managed large projects with multiple clients and vendors..Reported to the CEO, CFO, COO, President, VP of Publishing Operations, and Director of Project Management.Used Filemaker to track data.
Other employees you can reach at lwarner.com. View company contacts for 60 employees →
Melvin Santiago
Colleague at The Warner Companies
Seattle, Washington, United States, United States
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Pete Lester
Colleague at The Warner Companies
Sykesville, Maryland, United States, United States
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EG
Ed Gerace
Colleague at The Warner Companies
Lutherville-Timonium, Maryland, United States, United States
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EG
Ed Gerace
Colleague at The Warner Companies
Lutherville-Timonium, Maryland, United States, United States
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AM
Andrea M.
Colleague at The Warner Companies
Baltimore, Maryland, United States, United States
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B(
Bernard (Bernie) Fish
Colleague at The Warner Companies
Lutherville-Timonium, Maryland, United States, United States
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KC
Kelly Crawford
Colleague at The Warner Companies
Richmond, Virginia, United States, United States
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RT
Randy Thompson
Colleague at The Warner Companies
Baltimore City County, Maryland, United States, United States
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CH
Candace Hanna
Colleague at The Warner Companies
Lanoka Harbor, New Jersey, United States, United States
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AB
Andrea Boser
Colleague at The Warner Companies
St Paul, Minnesota, United States, United States
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Quick answers generated from the profile data available on this page.
Kristen Stone works for The Warner Companies.
Kristen Stone is listed as Investment Operations at The Warner Companies.
AeroLeads has found 1 work email signal at @lwarner.com for Kristen Stone at The Warner Companies.
AeroLeads has found 1 phone signal(s) with area code 410 for Kristen Stone at The Warner Companies.
Kristen Stone is based in Monkton, Maryland, United States while working with The Warner Companies.
Kristen Stone has worked for The Warner Companies, Bfg Financial Advisors, Campbell And Company, T. Rowe Price, and Morgan Stanley Smith Barney.
Kristen Stone's colleagues at The Warner Companies include Melvin Santiago, Pete Lester, Ed Gerace, Ed Gerace, and Andrea M..
You can use AeroLeads to view verified contact signals for Kristen Stone at The Warner Companies, including work email, phone, and LinkedIn data when available.
Kristen Stone holds Ba, Communication & Computer Technology from New England College.
Kristen Stone is listed with skills including Project Management, Market Research, Investments, Mutual Funds, Crm, Financial Reporting, Salesforce.Com, and Retirement Planning.
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