“As a resource to our research and consulting team, I use inputs from both teams together with my own calculations to create reports that help guide our retirement plan clients.”
Working as a consulting analyst, Kristen calls herself a conduit between our research and consulting teams. We would call this conduit a “can-do-it,” for her contributions to our teams’ research and reporting efforts on behalf of our ERISA clients.
It’s helpful for all concerned that Kristen’s a math geek, with two degrees and teaching experience in the subject.
When Kristen’s not immersed in portfolio calculations, she’s adding up the miles she travels to visit far-flung family members. From the east coast to Asia, Kristen’s travels have also included wildlife encounters like riding an elephant, swimming with false killer whales, and holding a young orangutan for guest photos at a zoo.