Kristina Cramb Email & Phone Number
@longhornwealth.net
2 phones found area 817
LinkedIn matched
Who is Kristina Cramb? Overview
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Kristina Cramb is listed as Planning and Solutions Coordinator at Longhorn Wealth Management Group, a with 7 employees, based in Denton, Texas, United States. AeroLeads shows a work email signal at longhornwealth.net, phone signal with area code 817, and a matched LinkedIn profile for Kristina Cramb.
Kristina Cramb previously worked as Planning & Solutions Coordinator at Longhorn Wealth Management Group and Client Relationship Specialist at Maya Katzman Financial. Kristina Cramb holds Master Of Science - Ms, Multi-/Interdisciplinary Studies, General from University Of North Texas.
Email format at Longhorn Wealth Management Group
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AeroLeads found 1 current-domain work email signal for Kristina Cramb. Compare company email patterns before reaching out.
About Kristina Cramb
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
Listed skills include Research, Government, Public Speaking, Budgeting, and 39 others.
Kristina Cramb's current company
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Kristina Cramb work experience
A career timeline built from the work history available for this profile.
Planning & Solutions Coordinator
- 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.
Client Relationship Specialist
- 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.
Brokerage Service Representative
- 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.
Administrative Consultant
- 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.
Graduate Research Assistant
- 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 Clerk
- 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 Intern
- 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.
Colleagues at Longhorn Wealth Management Group
Other employees you can reach at longhornwealth.net. View company contacts for 7 employees →
Priyanka Menon
Colleague at Longhorn Wealth Management GroupFrisco, Texas, United States
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JD
John Donovan, Cfp®, Crpc®
Colleague at Longhorn Wealth Management GroupPlano, Texas, United States
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LD
Leasa Donovan
Colleague at Longhorn Wealth Management GroupPlano, Texas, United States
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Kristina Cramb education
Master Of Science - Ms, Multi-/Interdisciplinary Studies, General
Certification, Crisis Management
Master Of Public Administration - Mpa
Bachelor Of Arts, Political Science, Gender Studies
Frequently asked questions about Kristina Cramb
Quick answers generated from the profile data available on this page.
What company does Kristina Cramb work for?
Kristina Cramb works for Longhorn Wealth Management Group.
What is Kristina Cramb's role at Longhorn Wealth Management Group?
Kristina Cramb is listed as Planning and Solutions Coordinator at Longhorn Wealth Management Group.
What is Kristina Cramb's email address?
AeroLeads has found 1 work email signal at @longhornwealth.net for Kristina Cramb at Longhorn Wealth Management Group.
What is Kristina Cramb's phone number?
AeroLeads has found 2 phone signal(s) with area code 817 for Kristina Cramb at Longhorn Wealth Management Group.
Where is Kristina Cramb based?
Kristina Cramb is based in Denton, Texas, United States while working with Longhorn Wealth Management Group.
What companies has Kristina Cramb worked for?
Kristina Cramb has worked for Longhorn Wealth Management Group, Maya Katzman Financial, Veritude At Fidelity Investments, Cramb & Marling, and University Of North Texas.
Who are Kristina Cramb's colleagues at Longhorn Wealth Management Group?
Kristina Cramb's colleagues at Longhorn Wealth Management Group include Priyanka Menon, John Donovan, Cfp®, Crpc®, and Leasa Donovan.
How can I contact Kristina Cramb?
You can use AeroLeads to view verified contact signals for Kristina Cramb at Longhorn Wealth Management Group, including work email, phone, and LinkedIn data when available.
What schools did Kristina Cramb attend?
Kristina Cramb holds Master Of Science - Ms, Multi-/Interdisciplinary Studies, General from University Of North Texas.
What skills is Kristina Cramb known for?
Kristina Cramb is listed with skills including Research, Government, Public Speaking, Budgeting, Policy, Management, Policy Analysis, and Budgets.
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