Kiersten McBain

Operations Manager at Spring Street Financial

Role: Operations Manager at Spring Street Financial
Location: Albany, NY, US
LinkedIn followers: 500 followers

OperationsView LinkedIn profile

About Kiersten McBain

Assisting others to become financially independent.

Experience

Operations Manager
Spring Street Financial
Sep 2021 — Present · Albany, NY, US

Education

Walden University
Master of Education - MEd, Reading and Literacy
2014 — 2016
State University of New York College of Agriculture and Technology at Cobleskill
Bachelor of Science - BS, Early Childhood Education and Teaching
2009 — 2013

Contact information

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Current company

Pioneer Financial

Financial Services · 63 employees · Founded 2005 · New York, New York, United States

Our mission is simple yet powerful: We are collectively focused on providing comprehensive, customized, objective financial planning and wealth management advice. Our advisor team has more than 75 concerted years working to meet the varied and personalized needs of our clients. Our clients span across the globe, throughout industries and across generations, from retirees to high-ranking corporate executives, from hedge fund managers to business owners, licensed professionals and affluent families. Simply put, our clients come first. We systematically plan according to the complexity and uniqueness of each particular situation. We are acutely focused on a process-driven model. Through that discipline we uncover the array of financial needs, goals, and concerns of our clients. We know the questions to ask, life’s transitions to anticipate, and the potential issues to plan for when developing and executing on a financial plan designed to adapt to your evolving needs. We look forward to putting our passion and collective experience to work for you. Website disclosure http://healthyfinancial.nm.com/disclosure 2. NM social media guidelines Investment advisory services offered by Northwestern Mutual Wealth Management Company, and securities offered by Northwestern Mutual Investment Services, LLC. See important disclosures at: https://pioneerfinancial.nm.com/

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About Kiersten McBain

Experience

Operations Manager

Education

Walden University

State University of New York College of Agriculture and Technology at Cobleskill

Find verified contacts for anyone on LinkedIn