Phone: 1-215-209-4115
Email: kbarone@wescott.com
Krystal Barone is a Client Service Associate for Wescott, overseeing all administrative activities relating to the custodians where clients’ financial assets are held. This includes account maintenance and openings, asset transfers and addressing client needs with respect to their accounts. Krystal also supports Wescott’s financial advisory team with time-sensitive and complex client requests and matters.
Prior to joining Wescott, Krystal honed her operational and organizational skill set at SEI. During her tenure, she worked as an Operations Analyst III in their Trade Settlement Department, where, in addition to her daily responsibilities, she created SOPs for her unit.
Krystal graduated from Shippensburg University with her Bachelor of Arts in Human Communications Studies, with a minor in Exercise Science.
Outside of work, Krystal enjoys running, staying active, and spending time with friends and family.
She resides in Pottstown, Pennsylvania.
