
Crpc Alicia Rivera
Strategic and solution-oriented consultant, guiding advisors toward selecting the platform tools that best fit their practice needs. I... | Austin, Texas, United States
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Crpc Alicia Rivera’s Emails al****@ke****.com
Crpc Alicia Rivera’s Phone Numbers No phone number available.
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Crpc Alicia Rivera’s Location Austin, Texas, United States
Crpc Alicia Rivera’s Expertise Strategic and solution-oriented consultant, guiding advisors toward selecting the platform tools that best fit their practice needs. I have a passion for supporting Private Wealth advisors as they grow their practice and build long term, trusted relationships with their clients. I bring over 22 years of industry experience, with 10 years as a financial advisor and 10 years in operations management. I serve as the subject matter expert on all platform capabilities and collaborate with Product Management, Business Development/Recruiting, Wealth Management, Advisor Engagement and Client Service teams to educate new and existing advisors on how to maximize the value of solutions offered through our platform.
Crpc Alicia Rivera’s Current Industry Kestra Financial
Crpc
Alicia Rivera’s Prior Industry
Rbc Wealth Management
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Ameriprise Financial Services
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Atlantic Capital Advisors
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Kestra Financial
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Work Experience

Kestra Financial
Technical Product Consultant
Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Ameriprise Financial Services
Senior Registered Client Associate, Financial Advisor, CRPC®, COO for Montandon & Associates, LLC
Tue Jul 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time) — Sat Apr 01 2023 00:00:00 GMT+0000 (Coordinated Universal Time)
Atlantic Capital Advisors
Associate Wealth Advisor, CRPC®
Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun Jun 01 2014 00:00:00 GMT+0000 (Coordinated Universal Time)
Ameriprise Financial Services
Registered Support Assistant, CRPC®
Fri Jul 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Aug 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Rbc Wealth Management
BRANCH SERVICE MANAGER, SENIOR REGISTERED CLIENT ASSOCIATE
Sun Oct 01 2000 00:00:00 GMT+0000 (Coordinated Universal Time) — Sun May 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time)