Bio
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Topline AI
Kristin Tamrakar is a seasoned financial expert with a strong background in retirement planning, wealth management, and relationship management. Holding a Bachelor's Degree in International Business, Marketing, and Spanish from Buena Vista University, she has established a professional working proficiency in English and Spanish. With over seven years of experience in the financial services industry, Kristin has developed expertise in Series 6, Series 63, and Series 7 licenses, as well as a deep understanding of mutual funds and investments.
Experience
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Strategic Financial Solutions
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Cedar Rapids, IA
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Retirement Plan Account Executive
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Apr 2017 - Present
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Cedar Rapids, IA
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Merrill Lynch
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Cedar Rapids, Iowa
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Registered Client Associate
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Dec 2014 - Apr 2017
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Cedar Rapids, Iowa
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Internal Sales Associate
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Aug 2011 - Dec 2014
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Mortgage Consultant
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Jun 2009 - May 2011
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Education
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2005 - 2009Buena Vista University
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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