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    Krista southard

    Vincentown, New Jersey

    CFP

    New York Life

    Specialties

    check markBanking, Loans & Insurance

    check markInvestments

    check markRisk & Quantitative Analysis

    Where I've Worked
    New York Life logo

    Apr 2020 – Present

    CFP

    New York Life
    Bank of America Corporation logo

    Jun 2013 – Jan 2020

    Financial Advisor

    Bank of America Corporation
    Axa logo

    Oct 2012 – May 2013

    Financial Advisor

    Axa
    Citigroup logo

    Aug 2004 – Oct 2012

    Senior Analyst

    Citigroup
    Where I've Studied

    2019

    MBA, Project Management

    Capella University

    BS, Business Logistics

    Penn State University

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