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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.

Education

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

Skills

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

Frequently Asked Questions

What is Kimberly's minimum period of employment in the companies?

Kimberly's minimum period of employment in various companies is 1 year 9 months.

What is Kimberly's average duration of employment for different companies?

On average, Kimberly works for one company for 3 years 3 months

What industries has Kimberly worked in?

Kimberly works in the Financial Services. Previously, Kimberly worked in the Banking.

What positions has Kimberly held before?

Previously, Kimberly worked as a Operational Support Manager, and Financial Relationship Advisor, and Senior Registered Client Associate, and Registered Associate, and Investment Associate.

How do I contact Kimberly?

Kimberly's phone number is +1-***-***-4594. Sign up to get contact details.

Who are Kimberly's peers at other companies?

Kimberly's peers at other companies are Ricardo Cucalon and Erin and Beth Rich

Kimberly Namesakes

Name
Company
Position
Family Partnerships of Central FloridaK
Customer Service Advocate- Data Services
Tripler Army Medical CenterK
Hospital Administrative Physician

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