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

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

Frequently Asked Questions

What is Kimberly's email address?

SignalHire found a verified business email address for Kimberly: k*******-@wellsfargoadvisors.com.

What is Kimberly's phone number?

SignalHire found a verified phone number for Kimberly: +1-***-***-4594.

How do I contact Kimberly at Wells Fargo Advisors?

You can reach Kimberly through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Kimberly's professional background?

Kimberly has 24 years of professional experience. They have held roles including Operational Support Manager, Financial Relationship Advisor, and Senior Registered Client Associate at companies such as Wells Fargo Advisors, Wells Fargo Advisors, and Wells Fargo Advisors. Their education includes Bachelor of Science - BS from The State University of New York.

Is Kimberly's contact information up to date?

Yes. Kimberly's SignalHire profile was last updated on 22 March 2026, reflecting their current position as Senior Business Execution Consultant at Wells Fargo Advisors in St. Louis, Missouri, United States.

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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