Kristi Bell
Co-director, Education @Women In Insurance & Financial Services
Phoenix, AZ, US
EMAILS
k••••••••@ashbrokerage.com
MOBILE NUMBERS
+16•••••••45
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WORK HISTORY
Oct 2024 — Present
Co-director, Education @Women In Insurance & Financial Services
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EDUCATION
1996 — 2000
University of San Diego
BS
SKILLS
Advanced Case DesignBrokersWealth Management ServicesInsuranceFinancial PlanningSmall BusinessEstate Planning401kRetirement PlanningStrategic PlanningLong-Term CareMulti-Generational Wealth TransferBudgetAccountingRetirementWealth TransferProcess ImprovementFinancial AdvisoryFixed AnnuitiesUnderwritingFinancial PlannersSenior Insurance PlanningExecutive Benefit PlanWealthBudgetsLife Insurance
ABOUT KRISTI BELL
For over 20 years I have spent time in operations leading a successful 2nd generation…
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