Kristen L.
Helping Institutions Optimize Retirement Plans
- Role
- Client Executive at Oswald Financial
- Location
- Cleveland, OH, US
- LinkedIn followers
- 500 followers
About Kristen L.
Advises institutional clients, specializing in the defined contribution sector. Assesses fiduciary strategies, plan design, investment objectives, performance outcomes, and conducts manager searches and due diligence to assist organizations in navigating the complexities of retirement plans. Recognized as a member of NAPA\'s Top DC Advisor Teams since 2022.
Experience
Client Executive
Oct 2025 — Present · Cleveland, OH, US
Education
Cleveland State University
Master of Education - MEd
2017 — 2019
Ohio University
Bachelor of Arts - BA
2012 — 2016
Skills
- Intermediate Spanish
- Sportsman Recreation Management Software
- Sociology
- Event Planning
- Sports
- Qualtrics Survey Software
- Recreation Planning
- Social Media
- Microsoft Word
- Microsoft Office
- Facility Management
- Social Networking
- Recreation Programming
- Powerpoint
- Microsoft Excel
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