Kristin Mccoy

Client Management

Kristin earned her B.S. in Business Administration with an emphasis in Marketing at California State University, San Marcos. In June of 2013, she became part of the Private Management Group team and has developed a strong passion for client management and customer service. She specializes in account openings, money movement, the review process for all new clients and accounts, and many tasks in between. Her enthusiasm for helping others continues to grow immensely while building longstanding, trusting relationships with our clients. Please contact her with any questions you may have, and she looks forward to accommodating any and all needs possible.