Suggestions
Kristie Garrett
Senior Lead Advisor, Strategic Business Development
Kristie Garrett is a financial professional currently serving as a Senior Lead Client Advisor at Zevenbergen Capital Investments LLC (ZCI). She holds an MBA and is certified as a CFP® (Certified Financial Planner) and CRPC® (Chartered Retirement Planning Counselor) .14
Professional Background
- Current Position: Senior Lead Client Advisor at Zevenbergen Capital Investments LLC, where she has been involved in client advisory roles since 2020 .5
- Previous Experience: Before her tenure at ZCI, she worked with Brighton Jones LLC from December 2015 to October 2020 .4
Skills and Contributions
Kristie is recognized for her mentorship and management skills, demonstrating a genuine interest in the success and professional growth of her team members .1 She has extensive experience in client portfolio management and business development within the financial services sector .35
Online Presence
Her professional profile can be found on LinkedIn under the username kristiegarrett, where she actively shares insights related to her work and industry developments .12