Kristin Fletcher
Business Operations Executive | Wealth Management
- Role
- Team COO SVP at Rockefeller Capital Management
- Location
- Stamford, CT, US
- LinkedIn followers
- 500 followers
About Kristin Fletcher
Private Wealth Management executive with extensive experience supporting high-net-worth advisory teams and leading operational, strategic, and risk-focused initiatives. Known for improving processes, implementing controls, and turning complex business needs into practical, workable solutions that enhance advisor effectiveness and client outcomes. Brings a balanced perspective across clients, the firm, and employees, with a focus on mitigating operational and reputational risk while delivering results.
Experience
Team COO SVP
Rockefeller Capital Management
Jul 2024 — Present
Oversee operations, administration, and business strategy for a $3B+ AUM private wealth team of seven, driving coordination across advisory and brokerage platforms.• Enhance workflows, task delegation, and operating processes to improve efficiency and scalability.• Lead onboarding and integration of new client assets, ensuring seamless transitions and adherence to firm and regulatory requirements.• Serve as a key decision-maker across business management, client service, and operational risk.• Own revenue and expense management, identifying opportunities to expand discretionary assets and improve team productivity.
Education
University at Albany
Bachelor of Arts - BA, Psychology
Fordham Gabelli School of Business
Master of Business Administration - MBA, Management
Skills
- Series 63
- Investment Management
- Sales Management
- Wealth Management
- Operations Management
- Securities
- Investments
- Performance Management
- Financial Services
- Finra
- Project Management
- Fixed Income
- Mutual Funds
- Alternative Investments
- Series 7
- Asset Managment
- Asset Management
- Series 9/10
- Equities
- Market Data
- Thought Leadership
- Sales Operations
- Hedge Funds
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