Kristen Hadden Email & Phone Number

Burlington, IA, US

Latham, New York Area

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 355 LEXINGTON AVE 9TH FLOOR, NEW YORK, NY 10017, ph# 212.541.8800. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a.

Latham, NY

• Planned & coordinated agency-level ongoing and rapid response initiatives in alignment with managing partner vision & goals.
• Identified development needs, crafted & delivered agency-wide learning events in conjunction with other agency leaders & national resources.
• Partnered with individual reps to maximize impact through practice management gap analysis, prioritization of development needs & connections to company resources (marketing, technology, advanced planning, compliance….
• Partnered with individual reps to maximize impact through practice management gap analysis, prioritization of development needs & connections to company resources (marketing, technology, advanced planning, compliance.
• Worked with securities-licensed reps to grow investment books of business, including pre-contracting consultation, onboarding guidance, as well as comprehensive support acclimating to broker-dealer processes & product.
• Teamed with select registered reps to handle account-level operational and client-relationship aspect of growing investment & protection practices. Show less

Albany, New York Area

• Responsible for the day-to-day operations of large financial services practice, including marketing, business development, client management, technology and more
• Oversaw the creation and implementation of systems, policies and procedures
• Assisted in the cultivation of recruiting opportunities, selection process, and onboarding
• Maintained agency website & LinkedIn page
• Go-to resource for information and services within the agency
• Provided support to general sales team… Show more

Latham, NY

• Facilitated nine sales schools per year, weekly & monthly development sessions, and special training events, including space and moderator logistics, preparation of materials, and maintenance of presentation technology
• Contracting / Licensing / Registration - coordinated all aspects of onboarding including security checks, required state licensing coursework and exams, in-house assessments, and all contracting paperwork for 70-80.
• Conceived and administered custom… Show more
• Conceived and administered custom surveys to gauge agency culture, satisfaction, and experiences with external vendors
• Combined multiple incentive programs into one centralized system, clarifying requirements, responsibilities, and rewards
• Researched and designed new state of the art training facility in conjunction with agency leadership, general contractor, and vendors

Latham, NY

• Associate of the Year 2010, as voted by entire agency
• Input time-sensitive & highly confidential client data into national system, ensuring accuracy and compliance
• Liaison between corporate office and local-level to provide underwriting resources to financial representatives and their teams
• Responsible for agency’s inventory of hardware, including assessing equipment need, researching options, ordering and setting up new equipment, and retiring dated machines in full… Show more
• Responsible for agency’s inventory of hardware, including assessing equipment need, researching options, ordering and setting up new equipment, and retiring dated machines in full compliance of corporate information.
• Maintained propitiatory software systems

Colonie, NY

• Worked with program manager on GE's Love Science And Math program, building a love for STEM subjects among elementary school children across the region
• Prepared financial documentation and communications
• Planned meetings between educators, industry leaders, and Chamber staff including travel logistics, agenda preparation, supporting documentation etc
• Researched supplies and equipment required for program, proposed financially efficient options, ordered or purchased… Show more
• Researched supplies and equipment required for program, proposed financially efficient options, ordered or purchased materials, and prepared for distribution to school classrooms across the region Show less

Colonie, NY

• Coordinated programs under the relocation umbrella
• Developed the Spouse Links program, which welcomed and helped integrate the partners of new Tech Valley employees to the region
• Trained groups of volunteers to work as ambassadors
• Edited and contributed content to a range of relocation materials
• Presented updates to business leaders and professionals, as well as large groups of newcomers

Kingston, ON

• Directed logistics and financials for large university chemistry research group
• Coordinated research grants
• Organized undergraduate and graduate teaching duties, preparation of exams, and office hours
• Supervised administrative staff
• Coordinated complex international travel itineraries, correspondence, and other activities associated with academic and consulting roles

Kingston, ON

• Managed the information flow for Volume Eight of The Science of Synthesis, an international chemistry publication
• Corresponded with authors, publishers, and editors internationally
• Coordinated timelines

Portland, ON

• Created and organized a summer series of events for children ages 11 to 16
• Responsible for maintaining finances & confidential files for program
• Produced reports on events
• Supervised an original play, written, produced and performed by program participants
• Canada Safety Council Babysitters' Training Course
• Coached week-long day sports camp