Over at Wells Fargo, Kristen Kirkpatrick serves as assistant vice president of competitive intelligence.
With more than two decades of research experience, Kirkpatrick is responsible for leading research projects to gather competitive insights related to Wells Fargo’s brokerage segment, communicating recommendations to key internal stakeholders, presenting strategic competitive research to key advisers and training junior competitive intelligence consultants on report design and presentation delivery.
Kirkpatrick joined Wells Fargo in 2017, according to her LinkedIn profile.
Prior to joining the U.S. bank, Kirkpatrick served as a senior brokerage strategic insight analyst at TD Ameritrade, an online broker that offers an electronic trading platform for stock trading, long-term investing and retirement planning. For more than a year, Kirkpatrick synthesized competitive intelligence to develop data-driven recommendations and identify revenue opportunities for TD Ameritrade.
Before moving to the financial services industry, Kirkpatrick spent 11 years at Unigroup, where she led projects for the transportation company’s quality measurement program.
She also served as a strategic intelligence manager at MaritzCX, a customer experience and market research company, for almost three years. In this role, she worked to address the company’s internal strategic and competitive intelligence needs by leading primary and secondary research initiatives.
Kirkpatrick earned her bachelor’s degree in marketing from the University of Evansville and her Master’s in Business Administration degree from Saint Louis University.