Gene Kim Email & Phone Number
Branch Owner, Portfolio Manager, Private Wealth Manager @ Mandeville Private Client Inc.
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Gene Kim Location
- Montreal, QC, CA
Gene Kim Work
- 2015 -now Branch Owner, Portfolio Manager, Private Wealth Manager @
- 2015 -now President @
- 2010 -now President and Financial Security Advisor @
- 2007 -2015 Certified Financial Planner and Senior Investment Advisor @
- 2004 -2007 Investment Advisor @ Berkshire Securities Inc.
Gene Kim Skills
- Wealth Management
- Financial Planning
- Risk Management
- Succession Planning
- IPP
- Investments
- Estate Planning
- Insurance
- Retirement Planning
- Portfolio Management
- Asset Management
- Investment Advisory
- Financial Advisory
- Pensions
- Strategic Financial Planning
- Mutual Funds
- Tax
- Wealth
- Microsoft Office
- Financial Analysis
- Leadership
- Security
Gene Kim 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.. Gene Kim brings 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 has 3 emails and 1 mobile phone numbers on RocketReach.
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