Kim Atchley Email & Phone Number
Operations Manager @ GuideStone Financial Resources
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Kim Atchley Location
- Texas, United States
Kim Atchley Work
- Operations Manager @ (January 2019 - Present)
- Operations Management @ (May 2017 - January 2019)
- Head of Operations - Investment Advisor Rep - Financial Operations @ (February 1998 - January 2019)
- Executive Assistant and Bookkeeper @ ATM Providers, Inc. (January 1997 - December 1997)
- Executive Assistant @ Innovatronics (January 1992 - January 1995)
Kim Atchley Education
- University of Oklahoma
Accounting/Finance
1989-1991 - The University of Texas at Dallas
Bachelor of Science - BS in Business Administration (Accounting and Finance)
1996
Kim Atchley Skills
- Account Management
- Account Reconciliation
- Accounting
- Analytical Skills
- Asset Allocation
- Asset Managment
- Auditing
- Budget Reconciliation
- Budgeting
- Business Development
- Business Process Improvement
- Business Relationship Management
- Communication
- Critical Thinking
- Customer Relationship Management (CRM)
- Data Analysis
- Employee Learning & Development
- Equity Trading
- Finance
- Financial Analysis
- Financial Planning
- Financial Reporting
- Financial Services
- Forecasting
- Front to Back Office
- Human Resources
- Investment Advisory
- Investments
- Leadership
- Management
- New Business Development
- Portfolio Management
- Project Management
- QuickBooks
- Regulatory Compliance
- Retirement Planning
- Risk Assessment
- Sales
- Sales Management
- Securities
- Series 63
- Strategic Financial Planning
- Strategic Planning
- Strategy
- Team Building
- Trading Systems
- Wealth Management
- Marketing
- Customer Service
- Budgets
- Research
- Customer Relationship Management Crm
- Employee Learning And Development
- Customer Relationship Management
Kim Atchley Summary
- Kim Atchley, based in Texas, United States, is currently a Operations Manager at GuideStone Financial Resources. Kim Atchley brings experience from previous roles at WELLS NELSON & ASSOCIATES, LLC, Taylor Stephens Inc, ATM Providers, Inc. and Innovatronics. Kim Atchley holds a 1989 - 1991 Accounting/Finance @ University of Oklahoma. With a robust skill set that includes Account Management, Account Reconciliation, Accounting, Analytical Skills, Asset Allocation and more. Kim Atchley has 3 emails and 3 mobile phone numbers on RocketReach.
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Top GuideStone Financial Resources Employees
Chris Chavez
Managing Director, Head of Sales and New Business
Roanoke, TX, US
Matt Cardwell
Managing Director, GuideStone Agency Services
Carrollton, TX, US
Will Lofland
Managing Director, Faith-Based Investing
Rockwall, TX, US
Seth Hawkins
Managing Director-Retirement Relationship Management
Texas, United States
Tammy Ousley
Chief Marketing Officer
Dallas, TX, US
Harold Loftin
Vice President, General Counsel and Secretary
Texas, United States
Leonard Kelley
Chief Information Security Officer
Texas, United States
Matt Wolfe
Managing Director, Investments Compliance, Legal and Risk Management
Texas, United States
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