Krista Fleming

Background

About Krista Fleming

As a Client Advisor Services Lead at SVB Private, I leverage my customer service expertise and my 25+ years of experience in investment operations and corporate governance to deliver exceptional service and support to high-net-worth clients and advisors. I am passionate about providing solutions that meet the needs and goals of our clients, while ensuring compliance with regulatory and fiduciary standards. I have a proven track record of managing complex proxy voting processes, internal audits, risk assessments, and vendor relationships, as well as leading process improvement and project management initiatives. I have also received multiple recognition awards for my outstanding performance and service. I am always eager to learn new skills and enhance my knowledge, as evidenced by my recent certifications in knowledge management, emotional intelligence, and critical thinking. I am proud to be part of SVB Private, a leading provider of wealth management services to innovators, investors, and entrepreneurs.