K. Prom Email
SME Personal Finance and Personal Financial Counselor @ MoneyStack
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K. Prom Location
- San Diego, CA, US
K. Prom Work
- SME Personal Finance and Personal Financial Counselor @ (February 2025 - Present)
- Personal Financial Counselor @ (April 2023 - December 2024)
- Senior Supportability Specialist - Service Design Team @ (September 2021 - December 2022)
- Customer Success Financial service design and SME @ (August 2019 - September 2021)
- Regional Private Banker II, AVP @ (October 2013 - June 2018)
- Premier Banker @ (April 2010 - January 2013)
- Financial Center Manager @ (July 2007 - April 2010)
- Personal Banker @ (April 2005 - July 2007)
- Trade Settlement @ (January 2005 - January 2005)
K. Prom Education
- Central New Mexico Community College
Personal Financial Coaching
- UC Santa Barbara
Bachelor's degree (Business/Managerial Economics)
- UC Irvine
Personal Fianncial Planning Certificate (Financial Planning and Services)
- Universidad de Chile
Economics
K. Prom Summary
- K. Prom, based in San Diego, CA, US, is currently a SME Personal Finance and Personal Financial Counselor at MoneyStack. K. Prom brings experience from previous roles at My Secure Advantage, Intuit and Wells Fargo. K. Prom holds a Personal Financial Coaching @ Central New Mexico Community College.
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