Min Kim
Help advisors looking to setup their own RIA or join an existing RIA | VP - Custody Sales at Fidelity Investments
- Role
- Vice President - Custody Sales at Fidelity Investments
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About Min Kim
The decision to explore other options or make a change can be one of the most significant…
Experience
Vice President - Custody Sales
Oct 2024 — Present
New business development for the RIA segment within Fidelity Institutional Wealth Management Services. I help advisors transition their businesses from captive wirehouse models to independence. I advise and recommend solutions regarding business models, practice management, technology, and many other aspects of their business. Fidelity offers a broad platform to serve advisors across the spectrum of independent business models. States covered: Washington, Alaska, and Idaho.
Education
Northwestern University - Kellogg School of Management
Master of Business Administration - MBA
2019 — 2021
University of Washington
Business Administration, Finance
2003 — 2007
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