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Kris Roberts is a seasoned professional with extensive experience in onboarding and client services, currently serving as a Senior Onboarding Specialist at Twain Financial Partners since August 2021. Prior roles include Onboarding Specialist at the same firm, Transition Specialist at The RWC Group, and Client Service Advisor Senior at Western Alliance Bank, where responsibilities included document management and initial client assessments. Previous experience also includes roles as a Conversion Specialist 2 at The RWC Group and Assistant Branch Manager at JPMorgan Chase & Co., demonstrating a strong background in financial products and sales strategy development. Kris began the career as a Sales Associate at Pier 1 Imports and holds a Bachelor of Applied Science (BASc) in Accounting from the University of Phoenix.