Kristine Russo

Background

About Kristine Russo

I am a financial service guru! Did that sound cocky? I hope not, just confident! I started my financial career with a small independent advisor, assisting with sales presentations, calculations and appointments. I then worked with TD Ameritrade, starting as a retirement consult, then progressing to Institutional service, where I ended my time there as the primary contact and relationship manager for two multi-billion dollar firms (Mercer Advisors and Horter Investments). I provided concierge service with everything from major transitions all the way down to small paperwork issues. I took a year and a half off from Finance to work with youth, but there were budget cuts that took away the program I was building, so I decided to head back to finance, and work with the youth as a volunteer rather than an employee. For the next two-plus years, I worked at Commonwealth Financial Network as an Operations Support Specialist. Commonwealth is a wonderful company! While this job was similar to what I did at TD, answering questions and fixing problems, I did miss the responsibility of having that one-on-one relationship with my big advisors. Now, I’m with Fidelity Investments and they are an amazing company! Not only do they care about their clients but also their employees. I’m excited to see where this journey takes me! Outside of work, I'm a performer-I sing and tap dance, and occassionally will join community theater. I attempt to make dinner for my husband most nights, and chase around my littles