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
- Board Member, Chair of Audit Committee @ TIAA Trust, N.A. (June 2023 - Present)
- Board of Managers @ (February 2023 - Present)
- Co-Founder and Partner @ (October 2021 - Present)
- Member, Board of Trustees and Chair of HR Committee @ (December 2015 - Present)
- Founder and CEO @ Kim M. Sharan, LLC (June 2014 - December 2024)
- Member, Board of Directors and Chair of the Marketing Committee @ (February 2021 - December 2023)
- Member, Board of Directors and Chair of Trust and Nominating and Governance Committee @ (April 2020 - July 2023)
- Senior Advisor @ (May 2020 - May 2023)
- Advisory Board Member @ (October 2020 - April 2023)
- Member, Global Advisory Board @ (January 2015 - April 2023)
- Yext Industry Advisory Board @ (April 2021 - April 2022)
- Corporate Officer and President - Financial Planning and Wealth Strategies and Chief Marketing Officer @ Ameriprise Financial Inc. (January 2002 - January 2014)
- Corporate Officer and Managing Director, Head of Strategic Planning @ (January 2000 - January 2002)
- SVP, Head of Investments, Citibank Tokyo | Acting Chairman and CEO, Citicorp US Investments @ (January 1983 - January 2000)
- Assistant Vice President of Operations @ (January 1979 - January 1983)
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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