
Cfp Kristi Thelen Cima
Kristi Thelen is a Senior Institutional Consultant for UBS in Atlanta, Georgia. Since joining the firm in... | Atlanta, Georgia, United States
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Cfp Kristi Thelen Cima’s Emails kr****@ub****.com
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Cfp Kristi Thelen Cima’s Location Atlanta, Georgia, United States
Cfp Kristi Thelen Cima’s Expertise Kristi Thelen is a Senior Institutional Consultant for UBS in Atlanta, Georgia. Since joining the firm in 2000, she has assisted our institutional clients with investment policy, asset allocation, investment search and selection, as well as performance monitoring. She is responsible for relationship management and business development. Mrs. Thelen holds an MBA from Georgia State University. She is a Certified Financial PlannerTM and a Certified Investment Management Analyst, a designation obtained through the University of Pennsylvania's Wharton School of Business. Kristi is a current member of the Investment Management Consultant's Association (IMCA). /*********/ **These are the comments of this employee only, and not of UBS Financial Services Inc., its subsidiaries or affiliates. No instructions for business transactions or which affect any client's accounts will be accepted through LinkedIn. Communications may be monitored and retained by UBS. All information and comments are provided for current, informational purposes only. See http://www.ubs.com/fas-legal for the full disclosure.**
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Ubs
Institutional Consultant
Mon May 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Present