Kimberly Loux
Senior WealthTech Leader and Yoga Teacher passionate about creating tech solutions that help Financial Advisors better manage their clients’ financial health
- Role
- Director of Technology Product Management at Raymond James
- Location
- Tampa, FL, US
- LinkedIn followers
- 500 followers
About Kimberly Loux
I am passionate about creating best-in-class solutions that help drive Advisor efficiency and ultimately a better client experience. I understand how Financial Advisors work and think, because I was a Financial Advisor for three years, and I take pride in leveraging my experience and insider knowledge to solve problems in a way that Financial Advisors love. I am a wealth management professional and senior wealth tech leader with over 20 years of experience at both large financial institutions and small fintechs, spanning both client-facing and home office roles. I love leading teams to successful outcomes. I would love to connect with you - please feel free to reach out on LinkedIn.
Experience
Director of Technology Product Management
Aug 2023 — Present · St Petersburg, FL, US
Education
Carnegie Mellon University - Tepper School of Business
Business Administration, History & Policy, Business Administration
2000 — 2004
Skills
- Asset Allocation
- Marketing & Communications
- Problem Solving
- Investment Strategies
- Retirement Planning
- Wealth Management
- Financial Planning
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