Kristine Lampert

Executive Benefit Strategies to Attract & Retain Key Talent

Role
Executive Benefits Strategist at Raymond James
Location
Delray Beach, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Kristine Lampert

Managing Director Kristine Kopsiaftis consults with organizations to assist in attracting, retaining and rewarding employees needed to ensure success. She translates corporate objectives for nonqualified and qualified retirement plans into reality. Executive benefits programs are essential to attracting and retaining top talent. Drawing from her experience, Kristine provides customized nonqualified plan solutions ranging from deferred compensation, after tax plans and supplemental retirement plans. Plan features range from executive savings opportunities to performance driven strategies that align with stakeholders and support business metrics. Attracting and retaining a talented, committed workforce is also crucial for employers. Kristine not only guides, supports and educates plan sponsors regarding retirement plan operations, design, compliance and fiduciary responsibility but she focuses on results that lead to better participant behavior and retirement readiness outcomes. Kristine is an Accredited Investment Fiduciary (AIF)- Member, Women in Executive Leadership- Board Member, Delray Beach Public LibraryKristine Kopsiaftis is affiliated with ValMark Securities, Inc. Securities offered through ValMark Securities, Inc. Member FINRA/SIPC. Investment Advisory Services offered through ValMark Advisers, Inc. an SEC Registered Investment Advisor. 130 Springside Dr. Ste 300 Akron Oh 80••••••01. Fulcrum Partners LLC is a separate entity from ValMark Securities, Inc. and ValMark Advisers, Inc.

Experience

  1. Executive Benefits Strategist

    Raymond James

    Jul 2023 — Present · Delray Beach, FL, US

Education

  • Bentley University

    Master of Science - MS, Taxation

    2000 — 2002

  • Bentley University

    Bachelor of Science - BS, Accounting

    1983 — 1987

Skills

  • Objective-C
  • Data Science
  • Pmp
  • Software Development Life Cycle (Sdlc)
  • Web Analytics
  • Business Process
  • Microsoft Sql Server
  • Javascript
  • Enterprise Software
  • Mobile Applications
  • Databases
  • Teradata Data Warehouse
  • Html
  • Sql
  • Visio
  • Linux
  • Mobile Internet
  • Program Management
  • Css
  • Windows
  • Cms
  • Java
  • Software Development
  • Scrum
  • Tableau
  • Jquery
  • Web Applications
  • Google Analytics
  • Software Project Management
  • E-Commerce
  • Ms Project
  • Web Development
  • C++
  • Mac Os X
  • Joomla
  • Mobile Software
  • Requirements Analysis
  • Sql Server
  • Visualforce
  • Salesforce.com

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Kristine Lampert — Executive Benefits Strategist at Raymond James in Delray Beach, FL, US | Unifers