Kristen Deevy
- Role
- World Investment Advisors
- Location
- Denver, CO, US
- LinkedIn followers
- 500 followers
About Kristen Deevy
I aim to deliver strategies, systems, and services for qualified retirement plans, with a…
Experience
Present
Skills
- Investments
- Finance
- Health Savings Accounts
- Mutual Funds
- Securities
- Retirement
- Fiduciary Management
- Retirement Planning
- Series 63
- Leadership
- Investment Management
- Management
- Defined Benefit
- Esop
- Pensions
- 401k
- Financial Advisory
- Profit Sharing
- Employee Benefits
- Insurance
- Non Qual
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