Since 2007, Kristen Crouthamel has been working in The Masters Group. This expert is a competent Director of Client Relations with over ten years of work experience. According to Kristen's CV and work profile, the professional has worked at more than five places with diverse backgrounds and got various skills. Kristen attended school at the Upper Iowa University from 2000 to 2002. Kristen Crouthamel can be found in Panora, Iowa – where the professional is currently located. You can search for the person's email address and number. We can also provide you exhaustive contact information upon request.
Name variants:
Kristina Crouthamel
Last updated May 30, 2024
Contact Information
Last Update
Jul 6, 2022
Email
kc**@iowaveterinaryspecialties.com
Location
Panora, IA
Company
Workplace
Work History
Director of Client Relations
I am the client's main point of contact regarding questions about their investment accounts, as well as overseeing the client relations of the firm. I keep my Advisor's schedule and ensure h...
from Jun 2007
Client Service Professional
In my tenure here, I filled many roles, but mainly worked directly with clients regarding thier accounts and new/existing investments.
Jul 2001 — May 2007
Tax Compliance
Prepared State Insurance Premium tax returns for multiple Insurance companies, work a bit in SALT (State & Local Tax) audits & compliance.
Mar 1999 — Jul 2001
Insurance Premium Tax
Prepared State and Municipal Insurance Premium tax quarterly estimates & returns for all AmerUs Insurance companies & thier subsidiaries. Also tracked all state guaranty assessment ...
Jan 1999 — May 1999
Education
2000 — 2002
1997 — 1999
Occupations
Financial Broker
Financial Consultant
Executive
Chief Networking Officer
Financial Services Professional
Financial Services Sales Agent
Customer Relations
Skills
Alternative Investments
Series 63
Financial Advisory
Accounting
Fixed Annuities
Fixed Income
Insurance
Comprehensive Planning
Retirement Planning
Financial Planning
Portfolio Management
Iras
Investments
Variable Annuities
Finance
Series 6
Series 66
Investment Advisory
Asset Allocation
Financial Services
Wealth Management
Life Insurance
Mutual Funds
Uits
Marketing
Asset Management
Fixed Income Strategies
Customer Service
Financial Analysis
Rmds
Long Term Care Insurance
Stock Market Analysis
Etfs
Retirement
Series 7
Securities