Kristi Storey
Sr. Associate
- Role
- Sr Associate, Retirement Advisory at Choreo
- Location
- West Des Moines, IA, US
- LinkedIn followers
- 500 followers
About Kristi Storey
Partnered with advisors, plan sponsors, and third-party administrators on suite of retirement plans in the small to mid-market space. • Secured FINRA Series 6 and 63, plus Life, Health and Variable Annuities. • Accountable to clients and participants through collaborating with internal colleagues and external partners to review retirement plan design, plan health and investments for: Defined Contribution (DC), Deferred Benefit (DB), Employee Stock Ownership Plan (ESOP) and Non-Qualified plans (NQ).• Facilitated annual plan reviews to meet IRS legislation, DOL regulation and ERISA guidelines.• Participated in RFP process and sales presentations.• Customer care team member delivering participant education and investment information.• Contract consultant, educator and school leader with innovative teaching and learning strategies: AI, blended learning and gamification.
Experience
Sr Associate, Retirement Advisory
Aug 2024 — Present
Education
Iowa State University
Master's Degree, Educational Leadership and Administration, General
University of Iowa
Bachelor of Arts, K-12 Education and Teaching
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