Kristen Utterback is the Operations Manager for Sagemont Advisors’ Post-Calc team. In this role, she primarily oversees and reviews the client package and 941-X filing processes, refund tracking, and IRS troubleshooting. Kristen is a detail-oriented, goal-driven leader who consistently evaluates ways for operations to run more efficiently.

Kristen has over 20 years of management experience across numerous different industries since graduating college with a Bachelor of Science in Business Management from The Richard Stockton College of New Jersey. After graduating college, she moved from South Jersey to South Florida where she met her husband of 6 years, Jared. When Kristen is not tracking refunds, she enjoys boating, traveling, trying new restaurants or recipes, and hanging out with her 4-legged children, Louie and Finn.