Crystal is a Client Service Assistant in our Great Neck, New York office. She focuses on client support and provides administrative assistance to the firm’s New York based investment advisors.
Crystal has 15 years of experience in client relations and operations management. Before joining Kings Point Capital, she worked at various financial institutions including Charles Schwab and Ameriprise Financial. Crystal is a graduate of Babson College in Wellesley, Massachusetts where she earned a Bachelor of Science degree in Business Administration.
Crystal is active in various charities, including the Rotary Club, Guide Dog Foundation for the Blind, and Habitat for Humanity.