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Kristen Dwyer-O'Connor
Wealth Management Advisor at TIAA
Professional Background
Kristen Dwyer-O'Connor is a highly accomplished Wealth Management Advisor at TIAA, bringing over a decade of rich experience in the financial services industry. Her career path showcases her strong dedication and expertise in wealth management and financial planning, primarily stemming from her early roles at prestigious firms such as Morgan Stanley and Citi. At TIAA, she focuses on empowering her clients to attain their financial dreams by developing tailored strategies. Her approach is deeply rooted in understanding clients' unique situations, dreams, and aspirations. She believes that every individual deserves a successful retirement which is a fundamental driver behind her personalized service.
Prior to joining TIAA, Kristen held multiple positions at Morgan Stanley, making a significant impact as a Financial Advisor, Portfolio Management Associate, and Financial Planning Associate. Her tenure at such a leading financial institution solidified her financial acumen and deepened her understanding of client relationships and investment strategies. Additionally, Kristen spent time at Citi, where she served as a Summer Associate in Global Equities Risk Control and gained invaluable experience in the financial education sector through her internship.
Through her current role, Kristen sits down with clients to discuss their short- and long-term financial goals, providing expert guidance to create a comprehensive financial plan. Kristen takes pride in her ability to work collaboratively with her clients, constructing achievable frameworks that allow them to make informed financial decisions while also tracking their progress over time.
Education and Achievements
Kristen's academic foundation is rooted in finance, having earned her bachelor's degree in business with a focus on finance from the prestigious University of Washington. This institution is well-known for nurturing future leaders in the world of finance and business. Prior to her university studies, Kristen attended Ballard High School, where she likely began to develop the analytical skills that would later serve her well in her professional journey.
Her education, combined with her extensive on-the-job training and experience, has equipped her with the skills necessary to navigate the complexities of financial markets and client negotiations effectively. Kristen has continually demonstrated a commitment to lifelong learning and professional growth in her field.
Personal Interests and Volunteer Work
Originating from Seattle, Kristen made the move to New York in 2008, where she currently resides in the vibrant neighborhood of Brooklyn. Outside of her professional commitments, Kristen is an avid baker, which showcases her creativity and passion for precision. Baking allows her to unwind and channel her attention to detail into producing delicious treats. Furthermore, she engages in running, which not only keeps her physically active but also provides her with the much-needed clarity and stress relief essential for her demanding role.
In addition to her professional endeavors, Kristen is deeply passionate about giving back to her community. She volunteers with the National Academy Foundation, where she mentors high school students in their Academy of Finance program. This engagement illustrates her commitment to fostering the next generation of financial professionals, helping young minds develop the skills and knowledge necessary to succeed in the finance world. Kristen's mentorship contributes positively to students' futures by guiding them toward meaningful career paths.
Kristen Dwyer-O'Connor's career, education, and personal lifestyle exemplify her passion for finance and commitment to service. With her vast experience and dedication, she continuously empowers her clients to make well-informed financial decisions and ultimately helps them achieve their dreams of a secure and fulfilling retirement. Whether through her professional practice or her community service, Kristen remains devoted to making a significant and positive impact in the financial services industry and beyond.
