Director of Business Development
After spending one year in the architecture program at Cal Poly, San Luis Obispo, I switched directions and in 1996 received my B.S. in Business Administration with an emphasis in Marketing. That same year I began my career in business at Ingram Micro where I spent 10 years in the Marketing Department in a variety of roles. While managing partnerships with HP, Microsoft and other technology manufacturers, I developed comprehensive business plans for these strategic partners and then eventually, as a Senior Manager, I oversaw a team of people in the planning and execution of a national conference for 700 customers, manufacturer partners and executives as well as the execution of a localized, multi-city conference.
In 2006 I decided to temporarily pause my career while our children were babies so I could focus on raising them. Then, in 2011 I began working at Sherpa Financial Advisors where I partner with Mike in managing the operations, strategic planning and business development of the firm in addition to leading all marketing and communications initiatives including events, client communications, and web-site development and management.
Aside from my work at Sherpa, I manage a variety of programs with the PTAs at my childrens' schools. I also spent 5 years serving on the Board of Directors for Creative Kids Playhouse, a local children's theater production company. I love theater, music and dance and spent most of my childhood and early adult years on stage. When I'm not spending time with Mike and our 3 children, I enjoy yoga, reading, baking and spending time at the beach.
E-mail Kristin at email@example.com