Bio
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Topline AI
Kristin Rahn is a seasoned retirement plan consultant with 14 years of experience, holding certifications as a Qualified Plan Financial Consultant, Accredited Investment Fiduciary, and Professional Plan Consultant, and a degree in Business Administration from Northeastern University.
Credentials
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Qualified Plan Financial Consultant
ASPPADec, 2015- Apr, 2026 -
Accredited Investment Fiduciary®
Center for Fiduciary Studies, LLC, a Fiduciary360 (fi360) company -
Professional Plan Consultant™
Financial Service Standards, LLC -
Series 66
FINRA -
Series 7
FINRA
Experience
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The Meltzer Group
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Washington D.C. Metro Area
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Senior Retirement Plan Consultant, AIF, PPC, QPFC
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Jun 2012 - Sep 2019
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Washington D.C. Metro Area
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AllianceBernstein
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New York, NY
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Retirement Solutions Associate, DCIO and Sub-Advisory Sales, AIF, PPC
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Nov 2010 - Jun 2012
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New York, NY
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National Retirement Partners
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San Juan Capistrano, CA
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Vice President Business Development, AIF, PPC
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Jan 2007 - Nov 2010
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San Juan Capistrano, CA
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Clear Channel Radio
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Rochester, NY
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Promotions/Communications Intern, Co-host
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May 2006 - Aug 2006
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Rochester, NY
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Jumpstart
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Boston, MA
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Jumpstart Corps Member
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Oct 2005 - Apr 2006
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Boston, MA
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Education
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2007 - 2009Chapman University
Bachelor of Science, Business Administration, Finance, Marketing, History in Media -
2004 - 2007Northeastern University
International Business, French, Marketing
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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