Kristina A. Erasmus

Kristina A. Erasmus

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Finance
Consumer Services

Profil

Ms. Kristina A.
Erasmus
is Senior Client Services Associate at Boston Financial Management, Inc. As a member of the firm's Client Service Team, she works closely with Portfolio Managers to provide wealth services to clients.
In doing so, she acts as liaison between clients, attorneys and accountants to provide exceptional client service in the daily administration of trust, retirement and individual investment management accounts.
She is also responsible for the management of special projects.
She joined Boston Financial Management in 2003 as the Administrative Coordinator prior to transitioning to the Client Service Team.
Ms. Erasmus earned her B.A.
and M.A.
at the University of Connecticut.
She is also a graduate of the Cannon Financial Institute Trust School.

Ehemalige bekannte Positionen von Kristina A. Erasmus

UnternehmenPositionEnde
Analyst-Equity 23.06.2010
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Ausbildung von Kristina A. Erasmus

University of Connecticut Graduate Degree

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