Kim Sharan Email & Phone Number
Co-Founder and Partner @ Connective Partners LLC
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Kim Sharan Location
- Naples, FL, US
Kim Sharan Work
- 2023 -now Board Member, Chair of Audit Committee @ TIAA Trust, N.A.
- 2023 -now Board of Managers @
- 2021 -now Co-Founder and Partner @
- 2015 -now Member, Board of Trustees and Chair of HR Committee @
- 2014 -2024 Founder and CEO @ Kim M. Sharan, LLC
- 2021 -2023 Member, Board of Directors and Chair of the Marketing Committee @
- 2020 -2023 Member, Board of Directors and Chair of Trust and Nominating and Governance Committee @
- 2020 -2023 Senior Advisor @
- 2020 -2023 Advisory Board Member @
- 2015 -2023 Member, Global Advisory Board @
- 2021 -2022 Yext Industry Advisory Board @
- 2002 -2014 Corporate Officer and President - Financial Planning and Wealth Strategies and Chief Marketing Officer @
- 2000 -2002 Corporate Officer and Managing Director, Head of Strategic Planning @
- 1983 -2000 SVP, Head of Investments, Citibank Tokyo | Acting Chairman and CEO, Citicorp US Investments @
- 1979 -1983 Assistant Vice President of Operations @
Kim Sharan Education
- The University of Chicago - Booth School of Business
Executive MBA (Finance and Marketing)
1993-1995 - Drew University
BA (Economics)
1975-1979
Kim Sharan Skills
- Strategic Financial Planning
- Retirement Planning
- Wealth Management
- Marketing Management
- Digital Marketing
- Integrated Marketing
- Values-based Leadership
- Brand Development Strategy
- Marketing Strategy
- Strategic Planning
- Wealth Management Services
- Interactive Marketing
- Personal Financial Planning
- Marketing
- Marketing Communications
- Corporate Branding
- Brand Development
- Thought Leadership
- Financial Services
- Brand Management
- Financial Advisory
- Social Media Marketing
- Investment Advisory
- Portfolio Management
- Asset Management
- Business Strategy
- Series 24
- Investment Strategies
- Finance
- Estate Planning
- Strategy
- Asset Managment
- Small Business
- Customer Acquisition
- Digital Strategy
- Trusted Business Partner
- Trusted Business Advisor
- Direct Marketing
- Multi-channel Marketing
- Mobile Marketing
- Strategic Brand Consulting
- Investments
- Retirement
- Start-ups
- Entrepreneurship
- Strategic Leadership
- Financial Planning
- Collaborative Leadership
- Team Leadership
- Creative Strategy
- Values Based Leadership
- Start Ups
- FINRA
- Multi Channel Marketing
- Series 7
- Brand Transformation
- Digital And Traditional Marketing
- Mergers And Acquisitions M&A
- Executive Compensation
- Corporate Governance
- Risk And Compliance
- Succession Planning
- Product Development
- Sales And Marketing Transformation
- Mergers and Acquisitions
Kim Sharan Summary
- Kim Sharan, based in Naples, FL, US, is currently a Co-Founder and Partner at Connective Partners LLC. Kim Sharan brings experience from previous roles at TIAA Trust, N.A., Ag Resource Management, TIAA and Kim M. Sharan, LLC. Kim Sharan holds a 1993 - 1995 Executive MBA in Finance and Marketing @ The University of Chicago - Booth School of Business. With a robust skill set that includes Strategic Financial Planning, Retirement Planning, Wealth Management, Marketing Management, Digital Marketing and more. Kim Sharan has 2 emails and 1 mobile phone numbers on RocketReach.
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