Kim Atchley Email & Phone Number
Operations Manager @ GuideStone Financial Resources
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Kim Atchley Location
- Texas, United States
Kim Atchley Work
- 2019 -now Operations Manager @
- 2017 -2019 Operations Management @
- 1998 -2019 Head of Operations - Investment Advisor Rep - Financial Operations @
- 1997 -1997 Executive Assistant and Bookkeeper @ ATM Providers, Inc.
- 1992 -1995 Executive Assistant @ Innovatronics
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)
Kim Atchley Skills
- Leadership
- Team Building
- Accounting
- Account Management
- Financial Planning
- Portfolio Management
- Forecasting
- Investments
- Finance
- Strategic Planning
- Strategy
- Asset Managment
- Strategic Financial Planning
- Budgeting
- Marketing
- New Business Development
- Customer Service
- Financial Analysis
- Budgets
- Management
- Research
- Auditing
- Series 63
- Customer Relationship Management Crm
- Human Resources
- Business Relationship Management
- Employee Learning And Development
- Retirement Planning
- Sales
- Data Analysis
- Business Development
- Communication
- Budget Reconciliation
- Investment Advisory
- Asset Allocation
- Financial Services
- Sales Management
- Account Reconciliation
- Wealth Management
- Front to Back Office
- Risk Assessment
- Critical Thinking
- Regulatory Compliance
- QuickBooks
- Business Process Improvement
- Financial Reporting
- Project Management
- Analytical Skills
- Trading Systems
- Securities
- Equity Trading
- 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 University of Oklahoma. With a robust skill set that includes Leadership, Team Building, Accounting, Account Management, Financial Planning and more. Kim Atchley has 3 emails and 3 mobile phone numbers on RocketReach.
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