Kristen serves as an Operations Associate for RKL Wealth Management. She executes on all of the firm’s back-office operational and technical functions, including technology platforms, data management, custodian activities, client reporting and trade settlement and reconciliation. Kristen works closely with the firm’s Director of Operations and Compliance, outside consultants and vendors to identify and resolve issues for team members and clients.
Professional and Business History
Prior to joining RKL Wealth Management, Kristen served as a human resources assistant at RKL LLP. A former small business owner prior to her move to Lancaster, Kristen owned the Black Rock Coffee Bar in Vancouver, Washington, for three years, and managed it for four. She brings with her experience as an administrative assistant and programs coordinator for Multnomah University in Portland, Oregon, and as a legal assistant for a Portland law firm.
- B.S., Leadership and Management, Multnomah University
Professional Activities and Memberships
- Global Leadership Community, Co-Founder and Executive Administrative Assistant, 2013- present
A Washington State native, Kristen has enjoyed living in Lancaster since 2018. She enjoys spending time with her husband and daughter, traveling, volunteering and gardening.