Krista J. Winograd, Cfp® Email and Phone Number
Krista J. Winograd, Cfp® work email
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Krista J. Winograd, Cfp® personal email
Diligent and efficient CFP® professional, excellent at juggling multiple tasks and working under pressure. Extensive industry experience working with a variety of RIAs in all areas of financial planning. Knowledge of asset management back office responsibilities as well as major financial planning software. Impeccable customer service skills.
Olson Wealth Group
View- Website:
- olsonwealthgroup.com
- Employees:
- 8
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Olson Wealth GroupMinneapolis, Mn, Us
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Director Of Inspired LifeOlson Wealth Group Apr 2024 - PresentBloomington, Minnesota, Us
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ParaplannerIntriq, Llc Oct 2019 - Mar 2024Professional, Accurate and Timely Paraplanning -
ParaplannerAurochs Financial Group Feb 2017 - Jul 2020
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ParaplannerYour Simple Recipe, Llc Jan 2016 - Jan 2017
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Financial PlannerAurochs Financial Group, Llc Nov 2009 - Nov 2015*Drove implementation of financial planning recommendations by working to ensure client remained fully informed and engaged.*Reviewed all client portfolios and provided recommendations for changes in investment strategy.*Prepared documents and analysis for client meetings.*Managed workflow process for all clients and reviewed procedures for accuracy, efficiency and effectiveness.*Collaborated with Principal on client portfolio reviews, trading, re-balancing and monitoring.*Networked with other advisors via National Association of Personal Financial Advisors NAPFA to enhance financial planning knowledge and portfolio management strategies.*Provided efficient and courteous service with clients on day to day basis.
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Portfolio Administrator And Client Services RepresentativeAccredited Investors, Inc. 2002 - 2009Edina, Mn, Us*Performed daily asset management operations for $550 million assets under management.*Maintained daily download and reconciliation across 3,000+ client accounts*Accurately executed over 50,000 trades per year*Administered client 529 plans and coordination of over $5 million annually in client charitable giving*Oversaw team of interns in compilation, research and entry of cost basis data*Assisted client service manager with wire transfers, asset transfer, new accounts, cashiering and all other client service related matters*Assisted in financial planning projects for legacy clients
Krista J. Winograd, Cfp® Education Details
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University Of Minnesota DuluthSpanish -
Minnesota State University, MankatoCertified Financial Planner Professional Education Program
Frequently Asked Questions about Krista J. Winograd, Cfp®
What company does Krista J. Winograd, Cfp® work for?
Krista J. Winograd, Cfp® works for Olson Wealth Group
What is Krista J. Winograd, Cfp®'s role at the current company?
Krista J. Winograd, Cfp®'s current role is Director of Inspired Life at Olson Wealth Group.
What is Krista J. Winograd, Cfp®'s email address?
Krista J. Winograd, Cfp®'s email address is kr****@****ial.com
What schools did Krista J. Winograd, Cfp® attend?
Krista J. Winograd, Cfp® attended University Of Minnesota Duluth, Minnesota State University, Mankato.
What are some of Krista J. Winograd, Cfp®'s interests?
Krista J. Winograd, Cfp® has interest in Volunteering, Economic Empowerment, Watching My Children Grow Up, Education, Reading, Poverty Alleviation, Travel, Learning About Texas, Knitting.
Who are Krista J. Winograd, Cfp®'s colleagues?
Krista J. Winograd, Cfp®'s colleagues are Dale Skogstad, Cfa, Cfp®.
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