Kimberly

Kimberly: Email & Phone Number

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Senior Business Execution Consultant at Wells Fargo Advisors|Saratoga Springs, New York, United States

Position:

Senior Business Execution Consultant at Wells Fargo Advisors

Location:

Saratoga Springs, New York, United States

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Last updated: 2026-03-22
Updated: 2026-03-22

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Work Experience 24 years

Senior Business Execution Consultant at Wells Fargo Advisors

Aug 2022 - Current

Operational Support Manager at Wells Fargo Advisors

Dec 2019 - Aug 2022

Financial Relationship Advisor at Wells Fargo Advisors

Jul 2016 - Nov 2019

Senior Registered Client Associate at Wells Fargo Advisors

Jan 2011 - Jul 2016

Registered Associate at Citigroup Global Markets

Aug 2007 - Jan 2011

Investment Associate at UBS

Oct 2005 - Jul 2007

Relationship Associate at Key Wealth

Oct 2002 - Oct 2005

Kimberly started working in 2002, then the employee has changed 3 companies and 6 jobs. On average, Kimberly works for one company for 3 years 4 months.

Their professional focus is Attention to Detail, Business Consulting, and Business Operations across 3 core areas.

Education

Bachelor of Science - BS at The State University of New York

Skills

Operations, Presentations, Problem Solving, Operational Efficiency, Stakeholder Relations, Business Strategy, Change Management, Training, Operations Management, Operational Planning, Client Services, Compliance Regulations, Attention to Detail, Regulatory Compliance, Teamwork, Presentation Skills, Investment Management, Leadership, Internal Communications, Coaching & Mentoring, Client Relations, Strategic Planning, Business Operations, Communication, Financial Advisory, Financial Services, Onboarding, Business Consulting, Strategy Implementation, Wealth Management Services, Corporate Communications, Financial Goals, Computer Literacy, Process Implementation, Relationship Building, Written Communication, Training Plans, Project Management, Customer Service, Financial Transaction Processing, Service Operations, Strategic Communications, Service-Level Agreements (SLA), Strategy, Investments, Project Implementation

Kimberly Namesakes

Name
Company
Position
Kimberly
Customer Service Advocate- Data Services
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Kimberly
Hospital Administrative Physician
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Kimberly
None
Unemployed
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