About
Krista Brancato is currently an Associate at Integrated Wealth Concepts LLC, based in Boca Raton, FL. In her role, she provides financial advisory and wealth management services, supporting client relationship management and strategy execution. While specific investment sectors or asset classes under her coverage at Integrated Wealth Concepts LLC are not explicitly listed in publicly available records, the firm typically focuses on holistic wealth solutions, likely including equities, fixed income, and alternative investments for high-net-worth individuals and families.
Krista's career background includes her ongoing tenure as an Associate at Veritas Financial Partners since 2012, where she has gained experience in financial services, client engagement, and operational support[LinkedIn]. Earlier in her career, she served the Boys & Girls Clubs of Central Florida as a Program Assistant, developing skills in leadership and program implementation.
She holds an MBA in Operations Management from Florida Atlantic University and a Bachelor’s degree in Psychology from the University of Central Florida[LinkedIn]. Krista is recognized for her strong analytical abilities, relationship-building skills, and commitment to providing tailored financial solutions, though specific notable industry achievements are not widely publicized at this time.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Veritas Financial Partners | Associate | Jun 2012 to Present | — |
| Boys & Girls Clubs of Central Florida | 21st Century Program Assisstant | Nov 2011 to Apr 2012 | — |
| Boys & Girls Clubs of Central Florida | Program Assistant | May 2011 to Nov 2011 | — |
| Barnes & Noble College | Online Department Seasonal Sales Associate | Jul 2010 to Apr 2011 | — |
| Victoria's Secret | Sales Associate | May 2009 to Jul 2009 | — |
Education
Florida Atlantic University
Master of Business Administration, Operations Management
2014 — 2015
University of Central Florida
Bachelors, Psychology
2008 — 2012
Others at Integrated Wealth Concepts LLC (2)
| Name | Role | Location |
|---|---|---|
| Head Trader | Boston, MA , United States | |
S Stephen Kolano | CIO | Hamilton, MA , United States |
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