"The trust that is developed between Coastal Bridge and our clients is built on a foundation of confidence and respect."
Krisztina joined Coastal Bridge Advisors as Client Service Associate in November 2019 and moved into her new role as Billing Associate in June of 2021.
As a Client Service Associate, Krisztina’s attention to detail and focus on the clients’ needs was paramount. “The trust that is developed between Coastal Bridge and our clients is built on a foundation of confidence and respect.” Krisztina is able to deliver this confidence and respect in her new role through her strong commitment to accuracy and confidentiality.
A native of Hungary, Krisztina graduated cum laude from Iona College with a Bachelor of Business Administration, focusing on International Business. Throughout her career she has worked across a range of financial roles with increasing responsibilities, including positions at PricewaterhouseCoopers, UBS Financial Services, Interactive Brokers and her previously held role of Associate Business Manager/AVP at Morgan Stanley, within the Wealth Management – National Sales, Private Banking Group.
As Billing Associate for Coastal Bridge Advisors, Krisztina plays a critical operational role, helping to “uncomplicate” the billing requirements through transparency and accountability. Krisztina says she looks at the firm’s platforms, processes and tasks to see how she can streamline them. For her, “clear methods and a straightforward approach help us to more effectively serve our clients’ needs with precision and urgency.”
She enjoys her demanding job and balances her life by keeping active with trail running, hiking and sailing, as well as listening to great music.