Director of Operations
Christina is responsible for overseeing and managing the operational and client service process. Prior to joining Almanack, Christina’s senior level operation expertise and knowledge comes from 15 years in operations and administrative experience providing support to partners in the corporate financial and technology industry.
As a seasoned professional in the field of wealth management, she brings extensive background in strategic planning, operational excellence, and client relationship management. With a passion for driving business growth and commitment to delivering superior service, she has consistently played a pivotal role in leading teams and optimizing operations in the wealth management industry.
Christina possesses a deep understanding of the complex financial landscape and has successfully navigated a unique skillset in process improvement, change management, and technology implementation that has consistently transformed outdated systems into streamlined platforms that drive organizational growth and client satisfaction. She brings a wealth of experience, a strategic mindset, and dedication to driving service excellence.
Christina lives in Sioux Falls, South Dakota with her husband and is enjoying the Midwest life. She enjoys traveling, visiting their kids on the east coast, boat life, and trips to the beach.
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This is a paragraph. Writing in paragraphs lets visitors find what they are looking for quickly and easily.
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Disclosure:
Investment advisory products and services offered through Almanack Investment Partners, LLC, a SEC registered investment advisor. Phoenix Wealth Management, PLLC and Almanack Investment Partners, LLC are not affiliated
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