Kim graduated from Saint Joseph’s University in 2009 with an undergraduate degree in Business Management and a concentration in Psychology. Her journey in finance began at New York Life, where she helped her clients safeguard the futures of their families and loved ones by providing contingency planning through the use of insurance products.
After briefly exploring other avenues, Kim reentered the finance industry when she accepted employment with The American College of Financial Services. During her tenure, she not only gained industry insights from an education perspective on finance, but she also became a student again herself, earning her CLF in 2017 and her MSM in 2018.
In 2021, Kim joined SEI Private Trust Company where she honed her skills as a liaison in the RIA sector. As her exposure within the RIA space quickly grew, Kim refined and enhanced her expertise in operations and relationship management through her unique experiences that positioned her advantageously on a continuous learning path. In early 2023, Kim left corporate America to pursue an employment opportunity from a client firm where she obtained securities licensing and gained valuable experience in investment and portfolio management.
Beyond her professional pursuits, Kim is dedicated to community service, actively contributing as a blood donor for 9 years and volunteering with organizations such as Big Brothers Big Sisters, Relay for Life, Habitat for Humanity, Cradles to Crayons, and Wreaths Across America. An avid runner, she combines her passion for fitness with philanthropy by participating in races and partnering with running organizations such as the I Run 4 Movement that support charitable causes. Kim’s dedication to helping others and her extensive network within the local community epitomize her commitment to living a purposeful life.
Kim graduated from Saint Joseph’s University in 2009 with an undergraduate degree in Business Management and a concentration in Psychology. Her journey in finance began at New York Life, where she helped her clients safeguard the futures of their families and loved ones by providing contingency planning through the use of insurance products.
After briefly exploring other avenues, Kim reentered the finance industry when she accepted employment with The American College of Financial Services. During her tenure, she not only gained industry insights from an education perspective on finance, but she also became a student again herself, earning her CLF in 2017 and her MSM in 2018.
In 2021, Kim joined SEI Private Trust Company where she honed her skills as a liaison in the RIA sector. As her exposure within the RIA space quickly grew, Kim refined and enhanced her expertise in operations and relationship management through her unique experiences that positioned her advantageously on a continuous learning path. In early 2023, Kim left corporate America to pursue an employment opportunity from a client firm where she obtained securities licensing and gained valuable experience in investment and portfolio management.
Beyond her professional pursuits, Kim is dedicated to community service, actively contributing as a blood donor for 9 years and volunteering with organizations such as Big Brothers Big Sisters, Relay for Life, Habitat for Humanity, Cradles to Crayons, and Wreaths Across America. An avid runner, she combines her passion for fitness with philanthropy by participating in races and partnering with running organizations such as the I Run 4 Movement that support charitable causes. Kim’s dedication to helping others and her extensive network within the local community epitomize her commitment to living a purposeful life.