Kimberley Threadgill Email
Senior Client Relationship Manager @ SAM Wealth Management
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Kimberley Threadgill Location
- New York, NY, US
Kimberley Threadgill Work
- 2023 -now Senior Client Relationship Manager @
- 2019 -2022 Vice President @
- 2016 -2019 Financial Advisor @
Kimberley Threadgill Education
- University of Georgia - Terry College of Business
(Financial Planning)
2016-2017 - Sam Houston State University
Bachelor of Business Administration - BBA Magna Cum Laude (Banking, Corporate, Finance, and Securities Law)
Kimberley Threadgill Skills
- Income Tax
- Portfolio Management
- Certified Financial Planner
- FINRA
- Charitable Trusts
- Charitable Gift Planning
- Donor Advised Funds
- Private Equity
- Real Estate Investment Portfolio Management
- Real Estate Investment Trust (REIT)
- Venture Capital
- Taxation of Trusts
- Municipal Bonds
- Separately Managed Accounts
- Business Development
- Financial Advisory
- Financial Planning
- Financial Markets
- Portfolio Optimization
- Estate Planning
- Investment Strategies
- Alternative Investments
- Investment Management
Kimberley Threadgill Summary
- Kimberley Threadgill, based in New York, NY, US, is currently a Senior Client Relationship Manager at SAM Wealth Management. Kimberley Threadgill brings experience from previous roles at J.P. Morgan and Morgan Stanley. Kimberley Threadgill holds a 2016 - 2017 University of Georgia - Terry College of Business. With a robust skill set that includes Income Tax, Portfolio Management, Certified Financial Planner, FINRA, Charitable Trusts and more. Kimberley Threadgill has 1 emails on RocketReach.
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