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Krisztina B.

Financial Operations Leader
Danbury, Connecticut, United States
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Skills

Financial Operations | Billing & Revenue Oversight | Advisor & Client Onboarding | Process Improvement | Risk Mitigation | Compliance & Audit Readiness | Business & Project Management | Cross-Functional Collaboration | Client Service | Data Integrity & Reporting | Operational Efficiency | Cash Management | Policy Development | Training & Coaching | Documentation & Workflow

About

Operational leader with history of contributing to and optimizing billing, onboarding, and advisor transition processes across high-growth financial firms. Recognized for enabling operational excellence, supporting risk mitigation, and strengthening compliance through thoughtful process design, project stewardship, and collaborative execution. Delivers scalable, efficient solutions that elevate advisor success, client satisfaction, and business growth.