Senior Client Service Associate
As Sr. Client Service Associate, Kim brings clients’ plans to life. Whether by opening new accounts, moving assets with precision, or carrying out a broad range of financial transactions, Kim is there to help with expert, friendly, and personal service.
Kim graduated from the University of South Florida with a Bachelor of Arts in Global Business as she loves learning languages and how to work with people from around the world. She found a passion for educating people in the languages she learned, and as she learned more about finance, she realized it was its own language that she loved to help others understand more.
In her free time, if she isn’t learning a language, she loves reading, coloring, traveling, and spending time outside with her husband, Albert, and furbaby, Luca.