Kristen Ross is Vice President and Senior Consultant of OppenheimerFunds' Registered Investment Advisor Team covering the Southeast region. Prior to joining the RIA team, she served as a Director with OppenheimerFunds' Private Client Group covering the Southeast, Central and Western states. She was a dedicated Relationship Manager for private banks, trust banks, and family offices.
Kristen joined OppenheimerFunds in 2013 as a Regional Advisor Consultant with the Firm’s Retail Broker/Dealer Team, where she served financial advisors in the Mid-Atlantic region. Before joining OppenheimerFunds, Kristen worked at the RIA Sentinel Benefits & Financial Group in an advisor role. She graduated from the University of Rhode Island with a B.A. in Finance, and holds a CAIA designation, QPFC designation, and Series 7 and 63 licenses.
- B.A. University of Rhode Island