Kimberly G.

VP-Financial Consultant

Role
VP - Financial Consultant at Charles Schwab
Location
Fort Lauderdale, FL, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. VP - Financial Consultant

    Charles Schwab

    Aug 2022 — Present · Plantation, FL, US

Education

  • Broward College

    Bachelor's Degree, Business Administration and Management, General

    2013 — 2018

  • Purdue Global

    Master's degree, Financial Planning and Services

    2018 — 2020

Skills

  • Public Relations
  • Health Insurance
  • Marketing Strategy
  • Insurance
  • Loans
  • Social Media Marketing
  • Social Networking
  • Management
  • Team Building
  • Leadership
  • Time Management
  • Small Business
  • Customer Satisfaction
  • Banking
  • Mortgage Lending
  • Customer Engagement
  • Compliance
  • Social Media
  • Public Speaking
  • Financial Services
  • Credit
  • Sales
  • Strategic Financial Planning
  • Retail Banking
  • Customer Service
  • Strategic Planning
  • Budgets
  • Finance
  • Coaching
  • Employee Benefits
  • Notary Public
  • Investments
  • Marketing
  • Supervisory Skills
  • Sales Management

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Kimberly G. — VP - Financial Consultant at Charles Schwab in Fort Lauderdale, FL, US | Unifers