Kimberly Volk

President, Investment Advisor Representative & Chief Compliance Officer @Maine Advisory Associates

Portland, ME, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2020 — Present

President, Investment Advisor Representative & Chief Compliance Officer @Maine Advisory Associates

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Portland, ME, US

SKILLS

Financial AnalysisRisk ManagementClient DevelopmentAsset ManagmentInvestmentsPortfolio ManagementEquitiesWealth ManagementBondsBankingInvestment AdvisoryInvestment ManagementDue DiligenceEstate PlanningMutual FundsAsset AllocationStrategic Financial PlanningManagementAsset ManagementPrivate EquityStrategyLeadershipExecutive ManagementEmployee BenefitsFinanceManagerial FinanceAccountingFinancial ServicesStrategic PlanningSecuritiesInsuranceMergers & AcquisitionsAlternative InvestmentsFinancial AdvisoryPublic SpeakingFinancial PlanningNonprofits<Div Class="Li-Profile-Badge" Data-Version="V1" Data-Size="Medium" Data-Locale="En_Us" Data-Type="Vertical" Data-Theme="Dark" Data-Vanity="Kimvolk"><a Class="Li-Simple-Link" Href='https://Www.linkedin.com/in/Kimvolk?Trk=Profile-Badge'>Kimberly Volk, Ctfa

ABOUT KIMBERLY VOLK

Maine Advisory Associates - President, Investment Advisor Representative & Chief Compliance Officer

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Kimberly Volk — President, Investment Advisor Representative & Chief Compliance Officer at Maine Advisory Associates in Portland, ME, US | Unifers