Assistant Vice President and Relationship Manager
As a Relationship Manager, Kristin consistently delivers exceptional service to high-net-worth clients, serving as a trusted point of contact and helping coordinate their broader wealth management needs. She collaborates closely with portfolio managers, wealth advisors, financial planners, and tax professionals to deliver thoughtful, integrated solutions tailored to each client’s unique circumstances.
EXPERIENCE
Earlier in her career, Kristin served as a Financial Consultant at Quick & Reilly, where she managed client portfolios, developed personalized investment strategies, and held securities licenses. She also served as a Branch Manager and Licensed Representative at Fleet Bank, where she oversaw branch operations, drove sales performance, coordinated the cross-selling of investment products, and managed administrative functions.
EDUCATION
Kristin earned a Bachelor of Arts from Salve Regina University and a Master of Business Administration from Bryant University.
COMMUNITY INVOLVEMENT
Kristin is an active community supporter and long-time volunteer at The Wolf School in East Providence. She has served as Lead Parent Representative and chaired the school’s 25th Annual Gala, helping drive record-breaking contributions through volunteer leadership, community engagement, and event planning.
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