Investment Consultant @ (November 2021 - August 2022)
Client Relationship Specialist @ (July 2021 - November 2021)
Adjunct Professor @ (August 2021 - Present)
Financial Advisor @ (July 2020 - May 2021)
Financial Advisor @ (April 2019 - July 2020)
Assistant Branch Manager @ (January 2018 - January 2019)
Branch Manager @ (March 2010 - December 2017)
Personal Banker @ Wells Fargo (September 2009 - February 2010)
Licensed Personal Banker @ (June 2005 - June 2009)
Kimberly Gray Education
Purdue Global
Master's degree (Financial Planning and Services)
2018-2020
Broward College
Bachelor's Degree (Business Administration and Management, General)
2013-2018
Kimberly Gray Skills
Notary Public
Health Insurance
Insurance
Small Business
Marketing
Loans
Sales Management
Investments
Sales
Banking
Customer Service
Marketing Strategy
Social Networking
Public Relations
Strategic Planning
Team Building
Finance
Time Management
Leadership
Credit
Strategic Financial Planning
Customer Engagement
Customer Satisfaction
Compliance
Social Media Marketing
Management
Supervisory Skills
Budgets
Financial Services
Coaching
Employee Benefits
Retail Banking
Social Media
Public Speaking
Mortgage Lending
SME
Cyber
Network Defense
Security
Budgeting
Kimberly Gray Summary
Kimberly Gray, based in Fort Lauderdale, FL, US, is currently a VP - Financial Consultant at Charles Schwab. Kimberly Gray brings experience from previous roles at Charles Schwab, Broward College and Evershore Financial Group. Kimberly Gray holds a 2018 - 2020 Master's degree in Financial Planning and Services @ Purdue Global. With a robust skill set that includes Notary Public, Health Insurance, Insurance, Small Business, Marketing and more. Kimberly Gray has 5 emails and 3 mobile phone numbers on RocketReach.
Looking for a different Kimberly Gray?
Find contact details for 700 million professionals.