Kristin Lepri

Role
First Citizens Bank
Location
Boston, MA, US
LinkedIn followers
500 followers

About Kristin Lepri

I am a Senior Wealth Advisor with a passion for helping high-net-worth (HNW) and…

Experience

  1. First Citizens Bank

    Present

Skills

  • Alternative Investments
  • Investments
  • Hedge Funds
  • Financial Modeling
  • Investment Banking
  • High Yield
  • Oral & Written Communication Skills
  • Relative Value
  • Business Relationship Management
  • Financial Structuring
  • Bloomberg
  • Series 63
  • Emerging Markets
  • Capital Markets
  • Series 7
  • Cfa
  • Portfolio Management
  • Leveraged Finance
  • Chartered Financial Analyst
  • Credit Analysis
  • Securities
  • Fixed Income

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Kristin Lepri — First Citizens Bank in Boston, MA, US | Unifers