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Kristen NeriKN
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Kristen Neri

@kristenneri

Human Resources Manager at Delphi Wealth Management Group who created a multi-state employee handbook and company policies.

United States
Message

At Delphi Wealth Management Group, I designed and published a comprehensive employee handbook from scratch and launched paid time off and work-from-home policies for employees. I manage recruitment, onboarding, training, payroll, employee reviews, and career path planning.

I also create annual engagement surveys and present action plans to company partners, using the results to inform changes to total rewards. At Citadel Federal Credit Union, I maintained employee training plans and produced a “Motivating Employees” initiative that changed aspects of company goal attainment and overall structure.

Experience

Work history, roles, and key accomplishments

DG
Current

Human Resources Manager

Delphi Wealth Management Group

Jan 2022 - Present (4 years 9 months)

Designed and published a comprehensive multi-state employee handbook, launched scalable PTO and work-from-home policies, and manage full-cycle recruitment, onboarding, and training. Leads a team of over twenty employees and conducts quarterly reviews, ongoing training, and career path planning.

DG
Current

Registered Wealth Planning Assistant

Delphi Wealth Management Group

Jan 2022 - Present (4 years 9 months)

Consolidated complex data results for employees and clients and developed innovative solutions with a focus on balancing priorities. Provided extensive financial planning for clients using advanced software and CRM.

CU

Registered Financial Associate

Citadel Federal Credit Union

Jan 2013 - Jan 2022 (9 years)

Managed workforce alliances and partnerships with eight teams of 10+ employees, maintained training plans and sales tracking, and educated employees and clients on financial services. Created annual financial reports and produced presentations including a 'Motivating Employees' initiative.

Education

Degrees, certifications, and relevant coursework

The Pennsylvania State University logoTU

The Pennsylvania State University

Bachelor of Science, Finance

Bachelor of Science in Finance from the Smeal College of Business.

SHRM logoSH

SHRM

SHRM Certified Professional, Human Resources

SHRM Certified Professional credential.

CF

Citadel FCU

Certificate in Financial Planning, Financial Planning

Certificate in Financial Planning.

FINRA logoFI

FINRA

FINRA Series 6 and 63 Licensed, Finance

FINRA Series 6 and 63 licenses.

CF

Citadel FCU

Management and Leadership Training Program, Management and Leadership

Management and Leadership Training Program sponsored by Citadel FCU.

Tech stack

Software and tools used professionally

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