Krista Clark (Mayer)
Tell me more about Krista Clark (Mayer)?
Krista Clark (Mayer) is a highly experienced finance professional with 12 years of work experience. She has a strong background in series 7, series 63, and has worked in various departments in the financial industry. Krista started her career at San Diego County Credit Union as a teller and later transitioned to LPL as a temporary employee. She is currently working with the LPL Insurance Associate's Commission team, handling commission payments for carriers. Krista takes pride in her exceptional service and is committed to providing exceptional service to her clients.
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About
I come from a strong background working in the finance industry, starting out as a teller at San Diego County Credit Union. Throughout the time I was in high school, I was selected two years in a row to participate in the National Honor Roll, the top 1% of all students, for my high math scores. I began my career at LPL as a temporary employee in the Registration Department, and have since changed roll's twice. I worked in the Service Center of LPL Financial Commission's department for just over a year where I gained a large portion of my knowledge of the company and it's different departments. Currently, I am with the LPL Insurance Associate's Commission team where I process commission payments for my specified carriers. I am also currently working with upper management on a new commission system that will enable us to grow as a company and be more accommodating for our financial advisor's that we service. For those of you that have worked with me you know that I take great pride in level of service that I bring to the financial advisor's that we service.
...See MoreWork Experience
director underwriting & case management at passerelle partners
Financial Services
Krista Clark (Mayer)'s Professional Milestones
- Case Manager (2018-05-01~): Provided compassionate support supporting patient care, fostering a positive healthcare environment.
- Case Manager Insurance Operations (2013-07-01~2018-05-01): Optimized insurance operations, driving increased efficiency and cost savings while maintaining exceptional customer service.
Skill
Series 7
Series 63
Certification
Colleagues
Michael Gomez, CLU
Senior Vice President
Patrick Thompson
Premium Finance
Sergio M.
associate director new business at passerelle partners
Kameron Phelan
Associate Director Credit Solutions
Christopher Daniels
Managing Partner
Other Named Krista Clark (Mayer)
Frequently asked questions
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Krista Clark (Mayer)'s social media include: Linkedin,
Krista Clark (Mayer) works for Passerelle Partners
Krista Clark (Mayer)'s role in Passerelle Partners is director underwriting & case management at passerelle partners
Krista Clark (Mayer) works in the industry of Financial Services
Krista Clark (Mayer)'s colleagues are Michael Gomez, CLU,Patrick Thompson,Sergio M.
Krista Clark (Mayer)'s latest job experience is director underwriting & case management at passerelle partners at Passerelle Partners