Kristy Watson, Cfa Email and Phone Number

Responsible for all strategic financial planning and financial risk assessment for Pendleton Manor's Long-Term Care Campus consisting of a 91-bed Skilled Nursing Facility, Outpatient/Inpatient Therapy, Home Health Services, and Independent Living Apartments.

A Managing Director with broad-based technical knowledge of complex traditional and alternative investments implemented within a multi-asset, multi-manager framework (OCIO). Proven ability to articulate economic and investment concepts to senior staff (CFOs, Treasurers, Financial Secretaries, Business Managers, Investment/Finance Committee Members, and Board Members).As a Managing Director, sophisticated experience is required to understand and anticipate the unique needs and risk tolerances of institutional clients, including defined benefit and defined contribution retirement plans. This requires designing a customized, multi-asset, multi-manager investment program to achieve each client's objective and goals. This also necessitates overseeing the development of comprehensive investment solutions for the institutional client including developing investment strategy, risk management and mitigation, asset allocation modeling, investment manager evaluations, and portfolio construction.

Responsible for prospecting and sales of retirement plan products and services to group plans in both the corporate and non-profit markets. Provide field consulting and plan design services to obtain new clients and service existing business.Mutual of America was formed in 1945 to provide health and social service employees with comfort and security in retirement. Over 70 years later, Mutual of America continues this tradition with nonprofit organizations and small- to mid-sized businesses with a strong focus on face-to-face interactions, participant education, and customer service.

Provided both operational and programmatic support to the WV State Treasurer's Office by reporting directly to the Treasurer on all strategic and tactical matters as they relate to the WV Retirement Plus, WV College Prepaid Tuition and Savings Program (SMART 529), Unclaimed Property, Financial Education programs, and audit matters.

Managed $18 billion institutional investment portfolio of varied public pension plans and insurance/endowment plans.

Fiduciary Relationship Manager

International Equity Portfolio Analyst