Summary
Overview
Work History
Skills
Affiliations
Certification
Timeline
Generic

Kristin "Kris" Moore

Mesa,AZ

Summary

Pragmatic professional with solid experience in leadership roles. Superior problem solving and critical thinking skills. Adept at implementing strategic business plans, driving growth and improving operations. Performance-driven with experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.

Overview

15
15
years of professional experience
1
1
Certification

Work History

VP of Business Operations

CorePath Wealth Partners
01.2019 - Current
  • As a founding member, played a pivotal role in the establishment and growth of the firm
  • Selected and implemented all critical systems, ensuring seamless integration and optimal functionality, including facilitating all custom API’s between systems
  • Developed and documented comprehensive processes and procedures, establishing a strong operational foundation for the firm
  • Successfully assisted with the onboarding of three advisors, contributing to the rapid acquisition of $100 million in assets under management (AUM) within the first 90 days of operation
  • Managed HR functions, including recruitment, employee relations, and performance management, ensuring a positive and productive workplace culture
  • Administered payroll, ensuring timely and accurate compensation for all employees
  • Oversaw traditional business operations, including budgeting, financial planning, and expense management
  • Provided training and support to team members on new systems, processes, and best practices
  • Monitored and analyzed operational data to identify trends, inefficiencies, and areas for improvement, driving continuous improvement initiatives.
  • Collaborated closely with various department heads on strategic planning initiatives to ensure alignment between corporate goals.
  • Introduced process improvements that reduced operational costs while maintaining high-quality standards across all departments.

Operations Specialist & Executive Assistant

North Star Resource Group
06.2017 - 01.2019
  • Coordinated daily operations to ensure efficient workflow and timely completion of tasks Implemented and maintained operational policies and procedures to improve productivity and compliance
  • Planned and oversaw digitization of the entire office, transitioning from paper-based to digital systems to enhance efficiency and data security
  • Developed and documented processes and procedures, ensuring consistency and adherence to best practices across organization
  • Managed and analyzed operational data to identify trends, inefficiencies, and areas for improvement
  • Facilitated communication and collaboration between advisors, specialists, and clients, streamlining workflows and enhancing service delivery
  • Provided training and support to team members on new systems, processes, and best practices
  • Organized and maintained confidential files and records, ensuring data security and accessibility
  • Coordinated events, conferences, and meetings, including logistics, agendas, and follow-up actions
  • Provided comprehensive administrative and operational support to senior executives, including managing calendars, arranging travel, and coordinating meetings.
  • Oversaw day-to-day operations, delegating tasks appropriately to ensure smooth workflow and timely completion of projects.

Insurance Account Representative/Licensed Insurance Agent

State Farm
12.2016 - 06.2017
  • Market property, casualty, life and bank products to prospective clients from existing database and through prospecting new clients (networking, cold calling, referrals, etc.)
  • Calculated quotes and educated clients on insurance products and options
  • Manage personal calendar to align with other agents within fast-paced office
  • Model exceptional customer service skills while customizing insurance programs to suit individual clients' needs.

Admissions Advisor/Executive Assistant

Barker Educational Services Team
01.2010 - 05.2016
  • Provided comprehensive administrative support to senior executives, including managing calendars, organizing travel arrangements, and coordinating meetings
  • Assisted prospective students through the admissions process, providing guidance on application requirements, deadlines, and program offerings
  • Conducted interviews and assessments to evaluate candidates' suitability for admission, ensuring alignment with institutional standards and criteria
  • Managed communication with prospective students, parents, and educational counselors, ensuring timely and accurate dissemination of information
  • Organized and participated in recruitment events, open houses, and campus tours to attract and engage prospective students
  • Prepared and maintained accurate records of applicant data, ensuring confidentiality and compliance with institutional policies
  • Developed and implemented admissions procedures and policies to streamline the application process and improve efficiency
  • Acted as a liaison between admissions, academic departments, and other administrative offices to facilitate effective communication and collaboration
  • Assisted in the preparation of reports, presentations, and other documentation required for executive decision-making
  • Handled confidential information with discretion and ensured compliance with all relevant regulations and policies.

Skills

  • Organizational Development
  • Operations Management
  • Corporate Communications
  • Digital Transformation
  • Operational leadership
  • Staff Management
  • Business Administration
  • Cross-Functional Collaboration
  • Analytical and Critical Thinker
  • Process Improvements
  • Management Team Leadership
  • Approachable leader

Affiliations

  • WIFS (Women in Insurance and Financial Services) - Incoming President for Phoenix Chapter
  • MIA (Mission Impact Academy) - AI annual membership

Certification

  • Licensed Property & Casualty Producer - 2016 to Current
  • Licensed Life, Accident & Health Producer - 2017 to Current
  • Notary Public - 2017 to Current
  • AI in Action Certification: MIA - 2024

Timeline

VP of Business Operations

CorePath Wealth Partners
01.2019 - Current

Operations Specialist & Executive Assistant

North Star Resource Group
06.2017 - 01.2019

Insurance Account Representative/Licensed Insurance Agent

State Farm
12.2016 - 06.2017

Admissions Advisor/Executive Assistant

Barker Educational Services Team
01.2010 - 05.2016

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Kristin "Kris" Moore