Areas of Expertise
- Client Relations
- Database Management
- Associates Degree, Accounting
Client Service Coordinator
Kristie is often the first point of contact for clients, taking new client calls and coordinating discovery meetings or consultations. She assembles and sends customized tax packages to new and prospective tax clients and creates and maintains their office records.
In this capacity, Kristie works with all The Wolf Group’s clients—prospective, new, and current. She is part of the administrative team, with a wide variety of duties that help keep The Wolf Group organized and running efficiently.
Prior to joining The Wolf Group, Kristie was a commercial loan analyst and commercial loan processor for Pioneer Bank in El Paso, Texas and for LendingXpress in Irvine, California.
Outside of work, Kristie enjoys spending time with her family and going to the movies.