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Kimberly Lapointe Location
New York, NY, US
Kimberly Lapointe Work
2025 -now Senior Managing Director, Head of Wealth @
2024 -now Senior Managing Director, Head of Wealth Distribution @
2023 -2024 Executive Vice President, Head of Wealth Management @
2019 -2022 Executive Vice President, Head of PGIM Investments International @
2016 -2019 Executive Vice President, Head of Global Accounts @
2005 -2016 Senior Vice President, Head of National Accounts @
1996 -2005 Vice President @
1993 -1996 Analyst @
Kimberly Lapointe Education
Ohio Wesleyan University
BA (Economics)
Kimberly Lapointe Skills
Finance
Operations Management
Talent Management
Strategic Thinking
Global Delivery
Leadership Development
New Business Development
Team Management
Talent Development
Stakeholder Management
Recruiting
Growth Strategies
Analytical Skills
Corporate Governance
Business Transformation
Transformational Leadership
Cross-functional Team Leadership
Global Strategy
Investment Management
Wealth Management
Asset Management
Investments
Alternative Investments
Equities
Financial Services
Strategy
Pricing Strategy
Sales Management
Investment Strategies
Investment Advisory
Relationship Management
Executive Management
Team Leadership
Separately Managed Accounts
Globalization
Global Client Management
E.U. Undertakings for Collective Investment in Transferable Securities Directives (UCITS)
ETFs
Intermediary
Global Talent Acquisition
Global Management
Business Development
Business Strategy
Leadership
Sales
Change Management
Culture Change
Leading Positive Change
Series 7
Mutual Funds
Series 63
Wellness
Microsoft Excel
Marketing
Customer Service
Project Management
Lifestyle
Services
Business Analysis
Account Management
Process Improvement
Kimberly Lapointe Summary
Kimberly Lapointe, based in New York, NY, US, is currently a Senior Managing Director, Head of Wealth at Macquarie Group. Kimberly Lapointe brings experience from previous roles at Macquarie Group, Cohen & Steers and PGIM Investments. Kimberly Lapointe holds a BA in Economics @ Ohio Wesleyan University. With a robust skill set that includes Finance, Operations Management, Talent Management, Strategic Thinking, Global Delivery and more. Kimberly Lapointe has 4 emails and 1 mobile phone numbers on RocketReach.
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