Kristina Cramb Email and Phone Number
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Successful professional with over 10 years experience in administration, finance, customer service, relationship management, research and analysis.Team approach with strong leadership, multi-tasking, and time management skills.Areas of Expertise:*Financial Advisory Analysis*Life Insurance and Annuities Solutions*Quantitative Research and Analysis*Portfolio Management*Presentations/Customer Relations*Communication*Customer Service
Longhorn Wealth Management Group
View- Website:
- longhornwealth.net
- Employees:
- 7
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Planning And Solutions CoordinatorLonghorn Wealth Management GroupDenton, Tx, Us
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Planning & Solutions CoordinatorLonghorn Wealth Management Group Mar 2020 - PresentPlano, Texas, United States- Comprehensive review and analysis of financial investments, annuities, and life insurance for clients/prospects.- Compile, update, review, and analysis of financial information, data points for client annual reviews.- Creation of detailed reports and spreadsheets for review and analysis.-Track and Record the progress, at each processing point, for all clients/prospect transactions into Red Tail CRM- Supervisory duties and training.
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Client Relationship SpecialistMaya Katzman Financial May 2018 - Mar 2020Addison, Texas, United States- Facilitated communication with clients and financial corporations.- Interfaced with financial vendors concerning financial accounts and client financial data.- Utilized data entry software to maintain electronic data and maintain client files.- Compiled, drafted, and reviewed financial applications and account transfers.- Multi-tasking between report maintenance, data entry, communication, and various duties as assigned.
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Brokerage Service RepresentativeVeritude At Fidelity Investments Oct 2017 - Apr 2018Westlake, Texas- Acquired skills and knowledge in the fields of tax and cost basis.- Managed, reviewed, updated, and completed daily reports using Cost Basis Reporting Services.- Extrapolated large data sets as a means to find a match between cost basis information and client accounts.- Communicate with back-office personnel at other contra firms concerning client transfer of assets and correlating cost basis information.
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Administrative ConsultantCramb & Marling Aug 2012 - Oct 2017Bedford, Texas- Utilized knowledge of administration and management- Drafted, completed, and submitted legal paperwork to the courts.- Completed accounts receivable and money collections duties.- Utilized exceptional customer service skills when working with current and prospective clients. - Managed daily business operations.
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Graduate Research AssistantUniversity Of North Texas Aug 2012 - Dec 2014Denton, Texas- Published articles in the fields of emergency management and non-profit management. - Completed quantitative and qualitative research. - Managed grant writing process.- Revised, reviewed, and updated grant applications.- Lectured undergraduate classes.- Peer collaboration and partnership on projects and reports. -
Associate District ClerkTarrant County Apr 2010 - Aug 2012Tarrant County, Texas- Assisted and supported Judges and management.- Scheduled appointments, catalogued, and prepared legal records.- Corresponded with, addressed, and assisted legal professionals and the public.- Utilized data entry software to maintain electronic data and scanned documents.- Allocated departmental resources and supplies. -
Department Of Public Works Administrative InternCity Of Haltom City Sep 2007 - Jul 2008City Of Haltom City, Texas- Reviewed, recorded, and prepared departmental policies for APWA accreditation.- Compiled information and data for a proposed bond package.- Assisted in compiling data for creation of the annual budget.- Learned about departmental leadership, administration, and management.- Organized and created a presentation on alternative methods for slowing down speeding traffic within city limits.
Kristina Cramb Skills
Kristina Cramb Education Details
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Multi-/Interdisciplinary Studies, General
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Crisis Management -
Master Of Public Administration - Mpa
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Political Science, Gender Studies
Frequently Asked Questions about Kristina Cramb
What company does Kristina Cramb work for?
Kristina Cramb works for Longhorn Wealth Management Group
What is Kristina Cramb's role at the current company?
Kristina Cramb's current role is Planning and Solutions Coordinator.
What is Kristina Cramb's email address?
Kristina Cramb's email address is kr****@****ude.com
What is Kristina Cramb's direct phone number?
Kristina Cramb's direct phone number is +181787*****
What schools did Kristina Cramb attend?
Kristina Cramb attended University Of North Texas, Saint Joseph's University, University Of North Texas, Baylor University.
What are some of Kristina Cramb's interests?
Kristina Cramb has interest in Politics, Poverty Alleviation, Disaster And Humanitarian Relief, Economic Empowerment.
What skills is Kristina Cramb known for?
Kristina Cramb has skills like Research, Government, Public Speaking, Budgeting, Policy, Management, Policy Analysis, Budgets, Administration, Human Resources, Emergency Management, Courts.
Who are Kristina Cramb's colleagues?
Kristina Cramb's colleagues are Leasa Donovan, Priyanka Menon, John Donovan, Cfp®, Crpc®.
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