Gene Kim Email & Phone Number
Branch Owner, Portfolio Manager, Private Wealth Manager @ Mandeville Private Client Inc.
Gene Kim's Location
Montreal, QC, CA
Gene Kim's Work
- Branch Owner, Portfolio Manager, Private Wealth Manager @ Mandeville Private Client Inc.
- President @ Summit Private Wealth
- President and Financial Security Advisor @ Summit Private Wealth
- Certified Financial Planner and Senior Investment Advisor @ Manulife Securities
- Investment Advisor @ Berkshire Securities Inc.
Gene Kim's Skills
- Wealth Management
- Financial Planning
- Risk Management
- Succession Planning
- IPP
- Investments
- Estate Planning
- Insurance
- Retirement Planning
- Portfolio Management
Gene Kim's Summary
Gene Kim, based in Montreal, QC, CA, is currently a Branch Owner, Portfolio Manager, Private Wealth Manager at Summit Private Wealth / Mandeville Private Client Inc., bringing experience from previous roles at Summit Wealth Partners, Summit Private Wealth, Manulife Securities Incorporated and Berkshire Securities Inc.. With a robust skill set that includes Wealth Management, Financial Planning, Risk Management, Succession Planning, IPP and more, Gene Kim contributes valuable insights to the industry. Gene Kim has 6 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Gene Kim you were looking for?
Find contact details for 700 million professionals.
Others Named Gene Kim
-
5+4
-
ViewGene Kim
Director, Strategic Planning and Operations, U.S. Business Operations at Amgen
Thousand Oaks, California, United States21 -
51
-
5+5+
-
21
-
55+
-
53
People Like Gene Kim
-
15+
-
22
-
ViewJohn Culbertson
Interim President at The Accord Family Office
Philadelphia, Pennsylvania, United States33 -
45+
-
5+4
-
53
-
21
Top Mandeville Private Client Inc. Employees
-
45
-
ViewFrank Laferriere
Senior Vice President, Chief Operating Officer at Mandeville Private Client Inc.
Oakville, Ontario, Canada41 -
41
-
11
-
ViewDiana Oddi
Director Practice Management and Marketing at Mandeville Private Client Inc.
Burlington, Ontario, Canada21 -
ViewAkilah Allen-Silverstein
Financial Advisor at Mandeville Private Client Inc.
Toronto, Ontario, Canada44 -
1
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
