Crista started her career at KPMG LLP where she audited a wide range of businesses from small non-profit to large Fortune 100 companies. Crista then accepted a Senior Associate role with a $12 billion multi-strategy hedge fund managing the monthly PnL close process for several funds. She was promoted to Vice President, Valuations responsible for pricing the portfolio of over 8,000 securities monthly, as well as reporting to the Valuation Committee on a bi-monthly basis.
At Capstone Headwaters, Crista works with clients to improve their financial metrics and reporting capabilities. Additionally, she performs research, valuation analysis, prepares marketing documentation, manages client data rooms and responds to due diligence inquiries.
Summa Cum Laude from Drake University - BA Finance and Accounting - Master's of Accounting
CPA and a CFA Charterholder
FINRA - Series 7 & 63 Registered General Securities Representative