Kristina Csaplar

Kristina Csaplar

Financial Planner

Kristina Csaplar is a qualified professional, who works in P-Solve Cassidy (formerly Cassidy Retirement Group) main office of which is in 625. on the position of Investment Analyst from 2011. This person has earned professional experience in more than five positions at different companies. Kristina Csaplar went to the Union College and received education there from 2007 to 2011. Brookline, Massachusetts is the city, where the professional was known to settle. This expert's email address and phone number are accessed through SoftwareOfficial on demand.
Name variants:
Kristin Csaplar, Kristine Csaplar, Kristen Csaplar, Kris Csaplar, Kristi Csaplar, Kristy Csaplar, Kristie Csaplar, Krista Csaplar, Kit Csaplar
Last updated May 05, 2024

Contact Information

Last Update
Jul 6, 2022
Location
Brookline, MA
Company
P-Solve Cassidy (formerly Cassidy Retirement Group)

Work History

Investment Analyst

Waltham, MA
from Jun 2011

President, Financial Vice President and member

Elected President overseeing 41 other leadership positions. Direct biweekly chapter meetings with all sisters and weekly conferences with the executive board. Serve as liaison corresponding ...
Jan 2009 — Jun 2011

Intern

Organize and coordinate all alumni events including supervising the registration process for all events, staffing events, determining locations and times for events, and soliciting alumni to...
Sep 2007 — Jun 2011

Intern

Update contact information and maintain all computer files and records. Complete necessary paperwork for the state.
Jun 2010 — Aug 2010

Waitress and Receptionist

Began as a waitress and later promoted to receptionist due to exceptional people skills. Answered phones, greeted guests, oversaw the comings and goings of the residents and performed all of...
Jun 2006 — Jan 2009

Education

2007 — 2011

Occupations

Financial Broker
Financial Planner
Investment Analyst
Accountant
Finance and Accounting Specialist
Executive
Chairperson
Vice President
Financial Management Analyst
Financial Services Sales Agent
Puchasing and Estimating Manager
Financial Manager
Accounting Bookkeeper
Bookkeeper
Chief Executive

Skills

Leadership
Financial Analysis
Microsoft Excel
Chartered Financial Analyst
Cfa Level 3 Candidate
Powerpoint
Data Analysis
Social Media
Research

FAQs about Kristina Csaplar

What's the main profession of Kristina Csaplar?

This professional's job is Financial Planner

What jobs is Kristina proficient at at?

Kristina Csaplar is a professional such jobs as Financial Broker and Financial Planner.

Where does Kristina Csaplar live?

Kristina Csaplar lives in Brookline, Massachusetts.

Where did Kristina Csaplar work?

Kristina Csaplar worked at P-Solve Cassidy (formerly Cassidy Retirement Group), Gamma Phi Beta Sorority, Inc.

Where has Kristina Csaplar studied?

Kristina studied at the Union College from 2007 to 2011.

What is the industry that Kristina Csaplar worked in?

This person works in Financial Services industry.

Are there any special skills Kristina Csaplar has?

Kristina Csaplar has skills in the following areas: Leadership, Financial Analysis, Microsoft Excel, Chartered Financial Analyst, Cfa Level 3 Candidate, Powerpoint, Data Analysis, Social Media, and Research.
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