Kim Kovalski
Finance & Operations Executive, Business Strategist, & Entrepreneur
- Role
- Managing Director at MarshBerry
- Location
- Farmington, CT, US
- LinkedIn followers
- 500 followers
About Kim Kovalski
As a Managing Director at MarshBerry, I help clients in the insurance distribution and wealth management industry learn, improve, and realize value through a range of services, including merger and acquisition advisory, debt and equity capital raising, financial consulting, market intelligence and benchmarking, organic growth consulting, and platform aggregation. With over 20 years of experience in investing in and operating high-growth businesses in the insurance and financial services spaces, I have developed a deep understanding of the market dynamics, opportunities, and challenges that these businesses face.I apply my entrepreneurial spirit, business acumen, and leadership skills to create high-performing, agile organizations that can adapt to changing customer needs and competitive pressures. My core competencies include business ideation, strategic guidance and planning, business planning and execution, operational leadership, merger and acquisition identification and execution, financial reporting and budgeting, performance measurement and data analysis, and investment and portfolio management. I am passionate about finding and delivering solutions that drive value for my clients, my team, and my company.
Experience
Managing Director
May 2021 — Present · New York, NY, US
MarshBerry – Helping Clients Learn, Improve & Realize ValueFounded in 1981, MarshBerry serves the insurance distribution and wealth management industry including insurance agents & brokers, specialty distributors, private equity firms, and wealth management firms. MarshBerry’s industry-specific services help clients build, enhance and sustain value through: Merger & Acquisition Advisory*, Debt & Equity Capital Raising, Financial Consulting, Market Intelligence & Benchmarking, Organic Growth Consulting, Connect – Executive Peer Exchange, and Platform Aggregation. Learn more at banking services offered by MarshBerry Capital Inc, Member FINRA and SIPC, and an affiliate of Marsh, Berry & Co, Inc.
Education
Fairfield University
Bachelor of Applied Science (BASc), Finance, General
Rensselaer Polytechnic Institute
Master of Business Administration (MBA)
Skills
- Business Process Improvement
- Leadership
- Sales Management
- New Business Development
- Investments
- Strategic Planning
- Strategy
- Healthcare
- Business Development
- Process Improvement
- Executive Management
- Employee Benefits
- Finance
- Insurance
- Management
- Team Building
- Health Insurance
- Mergers & Acquisitions
- Marketing
- Accounting
- Start-Ups
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