Since 2013, Kristin Reyna has been working in SMG Partners. This person is a well-qualified Retirement Plans Specialist with over 24 years of work experience. According to Kristin's CV and work profile, this expert has worked at more than nine places with numerous backgrounds and got various skills. Kristin attended school at the Colorado State University - Global Campus from 2011 to 2014. Kristin Reyna has professional certification in Series 6 License and Retirement Plan Fundamentals. Kristin can be found in Denver, Colorado – where this expert is currently located. You can search for this person's e-mail and phone. We can also provide you exhaustive contact information upon request.
Name variants:
Kristina Reyna
Last updated Jun 01, 2024
Contact Information
Workplace
Colleagues
Work History
Retirement Plans Implementation Specialist
Centennial, CO
Retirement Plans Tech Team 4-2008 – current
o Analyze risk
o Interpret Internal Revenue codes and regulations
o Develop and deliver executive summaries for management
o Maintain compliance ...
from Dec 2003
Gov’t Customer Acct Representative & On Time Delivery Specialist
Customer service, outgoing and incoming calls, administrative duties, sole contact for third party vendor and effectively managed all high end government clients.
Aug 2002 — Nov 2003
Client Service Representative
Customer service, check in/out, administrative reports, cash flow management, technical assistance, sanitization
Oct 2001 — Sep 2002
Receptionist/Technician Assistant
Customer service, check in/out, administrative reports, cash flow management, technical assistance, sanitization, referrals.
Mar 2000 — Aug 2000
Customer Service Manager
Customer service and management of 2-3 separate mall kiosks including jewelry and watch repair, payroll and commission calculation, hiring new employees, and display presentations.
Jul 1998 — Oct 2001
Education
2011 — 2014
2010 — 2011
2010 — 2011
1999 — 2000
1994 — 1999
Occupations
Financial Broker
Financial Consultant
Accountant
Executive
Managers
Finance and Accounting Specialist
Representative
Engineer
Customer Service
Sales Specialist
Client Service Officer
Chief Administrative Officer
Supplier
Financial Services Professional
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Chief Executive
Services Professional
Sales Representative
Skills
Internal Revenue Code
Data Warehousing
Requirements Analysis
Sharepoint
Retirement Planning
Iras
Crystal Reports
Business Analysis
Investments
Series 6
Process Improvement
401K
Visio
Retirement Plan Consulting
Strategic Planning
Solution Implementation
Financial Services
Mutual Funds
Uniform Combined State Law
Microsoft Office
403 B
Qualified Retirement Plans
Prioritisation
Risk Management
Disaster Recovery
Requirements Gathering
Management
401K Rollovers
Project Management
Erisa
Yoga
Research
Retirement
Series 65
Crm
529 Plans
Extensive retirement plan knowledge including administration
suitability
compliance
and reporting
FAQs about Kristin Reyna
What is the main profession of Kristin Reyna?
The expert is a Retirement Plans Specialist.
What jobs is Kristin proficient at at?
Kristin is a professional Financial Broker and Financial Consultant jobs.
Where does Kristin Reyna live?
Kristin Reyna currently lives in Denver, Colorado.
How many companies did Kristin Reyna work at?
Kristin Reyna worked at nine jobs.
Where has Kristin Reyna studied?
Kristin studied at the Colorado State University - Global Campus from 2011 to 2014.
What are the certifications of Kristin Reyna?
Kristin Reyna received the following certifications: Series 6 License, Retirement Plan Fundamentals, and Health & Life License.
Are there any professional industries, that Kristin Reyna is connected to?
Kristin works in Financial Services industry.
What are the skills of Kristin Reyna?
This person has such skills as Internal Revenue Code, Data Warehousing, Requirements Analysis, Sharepoint, Retirement Planning, Iras, Crystal Reports, Business Analysis, and Investments.