Profile
Prior to joining Kendrick Pierce in January 2007, Ms. Fitzpatrick was a partner with the institutional trading firm, Heflin & Co., LLC., where she provided equity trading solutions to clients.
Along with representing an institutional client base, Ms Fitzpatrick assisted several Fortune 500 companies with their corporation repurchase programs and 144 transactions.
The 15 years of experience that Ms Fitzpatrick has includes the trading of various derivative products and equity research analysis at Raymond James in St Petersburg, Florida.
Ms. Fitzpatrick received a Bachelor of Science degree in Management from Johnson & Wales University with a minor in Finance.
She is an MBA candidate from University of Tampa with a concentration in Accounting.
Professional designations include NASD Series 7, 55, and 63.
Former positions of Krista Fitzpatrick
| Companies | Position | End |
|---|---|---|
Kendrick Pierce & Co., Inc.
 Kendrick Pierce & Co., Inc. Investment Banks/BrokersFinance Kendrick Pierce & Co., Inc. is an investment bank. The private company is based in Tampa, FL. | Corporate Officer/Principal | 2007-12-30 |
Heflin & Co. LLC
 Heflin & Co. LLC Investment Banks/BrokersFinance Founded in 1997, Heflin & Co. LLC is a privately-held broker/dealer located in El Segundo, California with an additional office in Stamford, Connecticut. The firm executes transactions on behalf of institutional investors. Heflin & Co.'s research focuses on domestic equities. The firm clears on a fully-disclosed basis through Pershing LLC. | Corporate Officer/Principal | 2006-03-29 |
Raymond James & Associates, Inc.
 Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Analyst-Equity | - |
Training of Krista Fitzpatrick
| Johnson & Wales University, Inc. | Undergraduate Degree |
| The University of Tampa, Inc. | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Raymond James & Associates, Inc.
Raymond James & Associates, Inc. Financial ConglomeratesFinance Raymond James & Associates, Inc. (RJA) is a registered broker-dealer headquartered in St. Petersburg, Florida. The firm was founded in 1962 and is a subsidiary of Raymond James Financial, Inc. (NYSE: RJF), a diversified holding company. RJA offers a full array of capital markets services, strategic advice and planning for institutional investors. | Finance |
Heflin & Co. LLC
Heflin & Co. LLC Investment Banks/BrokersFinance Founded in 1997, Heflin & Co. LLC is a privately-held broker/dealer located in El Segundo, California with an additional office in Stamford, Connecticut. The firm executes transactions on behalf of institutional investors. Heflin & Co.'s research focuses on domestic equities. The firm clears on a fully-disclosed basis through Pershing LLC. | Finance |
Kendrick Pierce & Co., Inc.
Kendrick Pierce & Co., Inc. Investment Banks/BrokersFinance Kendrick Pierce & Co., Inc. is an investment bank. The private company is based in Tampa, FL. | Finance |
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