Kristi Acree
Managing Director ~ Financial Advisor ~ International Speaker
- Role
- Senior Managing Director at Vista Wealth Solutions
- Location
- Allentown, PA, US
- LinkedIn followers
- 500 followers
About Kristi Acree
Global Speaker with over 20 years of experience in Financial Services. I am dedicated to…
Experience
Senior Managing Director
Jul 2022 — Present · Allentown, PA, US
Kristi Acree is a Registered Principle of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, member SIPC Supervisory address: 2 Bala Plaza, Suite 901, Bala Cynwyd, PA 19004 MassMutual is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.I am licensed to sell securities in: PA, DE, NC, and NJ; and insurance in: NJ, SC, NC, MA, MD, PA, MESecurities Licensing: Series 6, Series 63, Series 65, Series 26
Education
Commonwealth University-Bloomsburg
BS, Business Management/Human Resources
1998 — 2002
The American College of Financial Services
CLF, LUTCF, Financial Planning and Services
Skills
- Leadership
- Talent Management
- Leadership Development
- Marketing
- Public Speaking
- Training
- Hearsay
- Performance Management
- Financial Services
- Management
- Team Building
- Webex
- Organizational Leadership
- Microsoft Office
- Sales
- Executive Coaching
- Risk Management
- Recruiting
- Microsoft Powerpoint
- Salesforce.com
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