We found the following information about Kristen Kotlarz at Mcdonald Partners, where this person has worked as a Vice President, Operations at Thomas Mcdonald Partners, Llc since 2010. Kristen's total work experience is over eight years, during which time they had at least three jobs at different companies to develop professional skills. Kristen Kotlarz studied at the Cleveland State University from 1988 to 1991. Cleveland, Ohio is the place where this person presently lives. Find this person's actual email address and phone number with SoftwareOfficial search.
Name variants:
Kristina Kotlarz
Last updated May 29, 2024
Contact Information
Workplace
Vice President, Operations at Thomas Mcdonald Partners, Llc
Cleveland, OH
Industry
Financial Services
Colleagues
Work History
Vice President, Operations at Thomas Mcdonald Partners, Llc
1301 east 9Th St SUITE 3700, Cleveland, OH 44114
Vice President, Operations at Thomas McDonald Partners, LLC at McDonald Partners, LLC
from Jan 2010
Vice President, Managed Account Services Manager
127 Public Sq, Cleveland, OH 44114
Managed staff of six specialists in support of the administrative and operational functions for multiple fee-based products. Effectively educated the staff and sales force on the products of...
Jan 1999 — Jan 2007
Education
1988 — 1991
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Manager
Chief Administrative Officer
Chief Executive
Accounting Bookkeeper
Bookkeeper
Operations Manager
Skills
Mutual Funds
Management
Series 7
Trading
Information Systems
Financial Services
Securities
Finance
Investments
Investment Advisory
Wealth Management
Portfolio Management
Asset Allocation
Financial Advisory
Equities