Kristin Y. Hall, Mba

Kristin Y. Hall, Mba Email and Phone Number

Leader - Client Consultation Group @ Edward Jones
Texas, United States
Kristin Y. Hall, Mba's Location
United States, United States
Kristin Y. Hall, Mba's Contact Details

Kristin Y. Hall, Mba work email

Kristin Y. Hall, Mba personal email

n/a
About Kristin Y. Hall, Mba

My knowledge in the area of business, coupled with the positivity I've found that comes from helping people, has allowed me to develop a satisfying career in the financial services industry. With over 12 years of experience at a leading financial investing firm, at which I am a Limited Partner, I have learned that I excel most when presented with challenges that impact client satisfaction. My experience in leadership has afforded me the opportunity to work with a number of different departments and ascertain a well rounded knowledge of the finance industry. As such, I am committed to mentoring and training future financial industry leaders both in the corporate internship structure and in the classroom as an Adjunct Professor of Finance and Management at North Central Texas College.As the finance industry is ever evolving, I have remained committed to staying abreast of the latest industry trends and making certain my team has every advantage for success. To this end I have worked on projects that have helped my firm maintain satisfactory status with FINRA, collaborated with other departments to ensure maximum productivity of staff is being utilized, and that client satisfaction is met across the board. I am always open to connect with and learn from other industry professionals as well as share my experiences. I welcome the opportunity to connect with like-minded professionals on LinkedIn.

Kristin Y. Hall, Mba's Current Company Details
Edward Jones

Edward Jones

View
Leader - Client Consultation Group
Texas, United States
Website:
edwardjones.com
Employees:
44495
Kristin Y. Hall, Mba Work Experience Details
  • Edward Jones
    Leader - Client Consultation Group
    Edward Jones
    Texas, United States
  • Edward Jones
    Team Leader
    Edward Jones Sep 2022 - Present
    • Lead Advanced-Designation Associates to deliver tailored financial strategies• Curate and present complex financial planning concepts in actionable formats for Advisors• Advise on needs analysis, goal setting, and investment strategies to achieve client objectives • Provide expertise on financial planning, market trends, and regulations to drive strategic initiatives • Direct division-wide projects and committees in accordance with firm strategy
  • Edward Jones
    Department Leader
    Edward Jones Mar 2021 - Nov 2024
    • Supervised 13 associates, offering targeted feedback, capacity planning, and performance strategies• Integrated technology to enhance service delivery, streamline workflows, and improve efficiency• Directed team projects and partnered with senior leaders to execute firm-wide initiatives• Analyzed industry trends to classify growth opportunities and employ strategic improvements• Represented the department on committees to align efforts with organizational goals
  • Edward Jones
    Leader
    Edward Jones Sep 2022 - Oct 2023
    St Louis, Missouri, United States
    • Mentored nine Planning & Development Consultants to enhance advisor performance and retention• Spearheaded large-scale full lifecycle projects across departments and divisions• Fostered cross-departmental collaboration to align initiatives with firm priorities and strategic goals• Incorporated feedback from branches and consulting teams to elevate service delivery• Leveraged insights to influence and optimize the Planning & Development mission
  • Edward Jones
    Team Leader
    Edward Jones 2013 - Mar 2021
    • Managed a team of 8, introducing automation to streamline workflows for increased productivity• Partnered with stakeholders to realign operations to fulfill regulatory compliance • Designed resources to assist Financial Advisors with complex tax corrections and strategies• Resolved escalations by providing decisive leadership and expertise to magnify client satisfaction• Applied advanced team leadership skills to elevate performance and deliver consistent results
  • Edward Jones
    Leadership Development Associate
    Edward Jones 2012 - 2013
    • Advised technology upgrades by gathering requirements and overseeing testing, with IT teams• Implemented a student Co-Op Program by managing training and development for 10 participants• Led communication efforts to keep stakeholders informed during system enhancements• Created career development initiatives to magnify growth among program participants• Monitored performance metrics to maintain high-quality results across the program
  • Edward Jones
    Fixed Income Trader
    Edward Jones 2010 - 2012
    • Executed bond trades with expertise in credit risk and real-time market analysis• Monitored economic indicators to make informed inventory selections and minimize financial risk• Supported branches with rapid solutions for client trade requests and market inquiries• Provided timely quotes and executed trades to meet client needs with precision• Consistently delivered high-quality support to maintain operational excellence
  • Edward Jones
    Trade Reporting Analyst
    Edward Jones May 2009 - 2010
    • Resolved regulatory alerts and unmatched trades daily, ensuring accurate trade reporting• Analyzed 2,000+ daily trades using data insights to guide team strategies and inform leadership• Collaborated with clearing firms to resolve outstanding issues before settlement deadlines• Advised fixed income traders on regulatory compliance, enhancing firm performance metrics• Improved operational accuracy through data-driven recommendations and trend analysis

Kristin Y. Hall, Mba Skills

Fixed Income Finance Leadership Bonds Trading Finra Portfolio Management Customer Service Investments Microsoft Office Event Planning

Kristin Y. Hall, Mba Education Details

Frequently Asked Questions about Kristin Y. Hall, Mba

What company does Kristin Y. Hall, Mba work for?

Kristin Y. Hall, Mba works for Edward Jones

What is Kristin Y. Hall, Mba's role at the current company?

Kristin Y. Hall, Mba's current role is Leader - Client Consultation Group.

What is Kristin Y. Hall, Mba's email address?

Kristin Y. Hall, Mba's email address is kr****@****nes.com

What schools did Kristin Y. Hall, Mba attend?

Kristin Y. Hall, Mba attended Southern Illinois University, Edwardsville, Ecole Supérieure Des Sciences Commerciales D'angers, Southern Illinois University, Edwardsville, The Hong Kong Polytechnic University.

What skills is Kristin Y. Hall, Mba known for?

Kristin Y. Hall, Mba has skills like Fixed Income, Finance, Leadership, Bonds, Trading, Finra, Portfolio Management, Customer Service, Investments, Microsoft Office, Event Planning.

Who are Kristin Y. Hall, Mba's colleagues?

Kristin Y. Hall, Mba's colleagues are Frances Pethtel, Robert Segovia, Elizabeth Mendoza, Christine Gueydan, Stephen Paur, Georgia Durfee, Randy Voight.

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