Making Money Less Weird with Kristin O'Keeffe Merrick
06/15/21 • 38 min
Kristin O'Keeffe Merrick is a Financial Advisor with O’Keeffe Financial Partners LLC. She has over 17 years of investment experience, having spent the first part of her career as a sales trader in the foreign exchange and emerging markets at various international banks — serving most recently as a Vice President at Morgan Stanley before joining her family’s company as a dynamic next-gen leader. Today, Kristin uses her background and experience towards the empowerment of individuals, families, small businesses and non-profit organizations in the challenging world of finance. She is a hands-on “money expert,” who is especially excited to work with female entrepreneurs and executives to provide them with creative financial strategies and solutions. Learn more: https://www.instagram.com/thegirlwhosavesmoney/?hl=en
Kristin O'Keeffe Merrick is a Financial Advisor with O’Keeffe Financial Partners LLC. She has over 17 years of investment experience, having spent the first part of her career as a sales trader in the foreign exchange and emerging markets at various international banks — serving most recently as a Vice President at Morgan Stanley before joining her family’s company as a dynamic next-gen leader. Today, Kristin uses her background and experience towards the empowerment of individuals, families, small businesses and non-profit organizations in the challenging world of finance. She is a hands-on “money expert,” who is especially excited to work with female entrepreneurs and executives to provide them with creative financial strategies and solutions. Learn more: https://www.instagram.com/thegirlwhosavesmoney/?hl=en
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