Kristen Kimmell, Head of Advisor Recruiting and Field Marketing, RBC Wealth Management & Maureen Kerrigan, Senior Vice President – Financial Advisor, RBC Wealth Management Episode 31
Episode Summary
In this episode, Christine Shaw speaks with RBC Wealth Management’s Kristen Kimmell, head of advisor recruiting and field marketing, and Maureen Kerrigan, senior vice president – financial advisor, to celebrate the 30th anniversary of RBC’s Women’s Association of Financial Advisors (WAFA). Kristen and Maureen each share their respective experiences with the association, and discuss the initiatives that RBC has implemented to benefit women in financial services.
Episode Notes
When actively recruiting women and people of color to your company, it is important that initiatives that are attractive to them are woven into your company’s procedures and values.
In this episode, you will learn:
- The details of Kristen and Maureen’s involvement with WAFA and their thoughts on the association
- How the team at RBC, specifically female advisers, have stayed connected to their clients through the pandemic
- The practices that RBC has implemented to attract female advisers to the company
- What the Second Acts and New Beginnings initiative is
- And more!
Tune in to celebrate this important milestone at RBC Wealth Management with Kristen Kimmell, head of advisor recruiting and field marketing, and Maureen Kerrigan, senior vice president – financial advisor!
Resources: InvestmentNews | Christine Shaw | RBC Wealth Management | Kristen Kimmell | Maureen Kerrigan | ‘A sense of place:’ WAFA celebrates 30 years of supporting women at RBC Wealth Management
Guest bios:
As head of advisor recruiting and field marketing, Kristen Kimmell leads the firm’s efforts to invite the best talent in the industry to join the firm’s nearly 2,000-strong financial advisor base. In her role, Kristen works closely with the firm’s global head of diversity and human resources to recruit and retain diverse talent in both the adviser and corporate ranks. She is also the leader of the firm’s push to cultivate a diverse and inclusive adviser force and elevate the role of women within the wealth management industry.
A nearly 25-year veteran of RBC Wealth Management – U.S., Kristen is known for out-of-the-box thinking and for her ability to bring teams together to accomplish big goals. She most recently served as head of credit strategies and business development. Kristen has also held a variety of roles in finance, capital markets and wealth management, including roles leading technology, credit strategy and business development. She also serves as the co-executive sponsor of RBC Wealth Management’s Women’s Association of Financial Advisors.
Kristen began her career in the financial services industry as a financial accountant with Marquette Bancshares in 1993. She joined RBC Wealth Management in 1995 and has held numerous positions, including staff accountant, accounting supervisor and fixed income accounting manager. In 2006, Kristen was promoted to director of financial reporting and administration for RBC Capital Markets. She was named director of strategic finance in 2008, where she oversaw all financial aspects of the Private Client Group, including compensation. Kristen became the chief of staff in 2010.
She was named co-executive sponsor of WAFA in September 2012. In this role, she provides input and leadership to WAFA on their goals of recruiting and retaining female financial advisers (FAs) and branch directors (BDs) along with enhancing FA productivity. In the community, Kristen is a board member of the Greater Minneapolis Crisis Nursery and the industry association SIFMA Foundation Board.
Kristen holds a bachelor’s degree in accounting and business administration from Jamestown University.
Maureen Kerrigan has dedicated her efforts to RBC Wealth Management for more than 15 years. An Accredited Wealth Manager, Maureen is recognized for her advanced knowledge of wealth management processes, focused on business and retirement planning, in addition to estate planning for high-net-worth clients. Her expertise includes helping clients articulate their dreams to develop their financial strategies to support the realization of those dreams.
When considering the best aspects of her profession, Maureen cites the opportunity to work with people and instill confidence that they can achieve their goals. Maureen approaches every client relationship with the advice to treat all clients the way she would want her parents and family treated.
Maureen was named the recipient of the 2019 Women’s Association of Financial Advisors Gail Winslow Award. The WAFA Gail Winslow Award recognizes a woman at RBC Wealth Management-U.S. who demonstrates exemplary efforts to help attract, support and retain women clients and financial advisers. The award was established in memory of RBC WM-U.S. Financial Advisor Gail Winslow, who was a trailblazer with more than 60 years in the financial services industry.
A graduate of the University of Hartford, Maureen earned her BA in Accounting before completing her MBA at Rensselaer Polytechnic Institute.
Maureen and her husband live in Narragansett, Rhode Island, and have four grown daughters. The oldest, Courtney Mahoney, has worked alongside Maureen since 2014. Appreciative of time spent relaxing with her family, Maureen is an avid golfer who also enjoys cooking and entertaining. An enthusiastic traveler, Maureen recently embarked on a trip to Ireland’s Springfield Castle — an event made even more memorable by great family meals and lots of laughs.
Giving back to the community is important to Maureen, who serves on the Executive Board of the StarKids Scholarship program in Newport, Rhode Island. An emeritus trustee of the Foundation for the Advancement of Catholic Schools in the Archdiocese of Hartford, where she served as president for four years, Maureen also volunteers as a judge for the SIFMA Student Essay Contest. She has also devoted her time to the East Regional board for the RBC Foundation and is the immediate past president of the RBC Women’s Association of Financial Advisors Board.