With over 11 years’ experience as a Client Relationship Manager and 3 years as an executive assistant, Kim joined Capital Wealth Management in October 2015 as a Client Service Specialist to assist clients with investment account maintenance. Kim is the primary contact for any 529 college fund accounts and also assists with client support as well as any administrative needs.
Prior to joining CWM, Kim spent several years with Academic Management Services working with K-12 schools, as well as Colleges and Universities across the United States administering payment plan options for students and families.
Kim is a resident of Somerset, MA and enjoys listening to music, attending concerts, going to the beach, camping, skiing and most outdoor activities as well as traveling and visiting with family and friends.
- Business Administration / Accounting - Bristol Community College, Fall River, MA.
- Volunteer, Make a Difference Foundation
- Participant, Relay for Life American Cancer Society and other local 5k events and fundraisers