Kimberly O'Connor Email & Phone Number

Sr. Vice President and Division Manager -Transfer Agency @ Northern Trust Corporation

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Kimberly O'Connor Location

Denver, CO, US

Kimberly O'Connor Work

2020 -now Sr. Vice President and Division Manager -Transfer Agency @
2020 -2020 Senior Transfer Agent Client Services Manager @
2013 -2020 Vice President Transfer Agency @ ALPS Fund Services, a DST Company
2012 -2020 Assistant Vice President, Transfer Agency Manager @ ALPS Fund Services, a DST Company
2008 -2020 Transfer Agency Manager @
1998 -2008 Vice President, Director of Marketing, Communications and Client Service @
1996 -1998 Shareholder Services Representative @

Kimberly O'Connor Education

University of Wisconsin-Milwaukee - School of Business Administration
Bachelor of Business Administration (BBA)
1991-1995

Kimberly O'Connor Skills

Mutual Funds
Transfer Agency
Financial Services
Series 63
Series 7
FINRA
Relationship Management
Series 24
Series 6
Client Services
Risk Management
Retirement
Finance
AML
Investor Relations
Wealth Management
Social Media
Sales
Strategic Planning
Microsoft Word
Civil Litigation
Research
Team Building
Business Development
Team Leadership
Cross Functional Team Leadership
Regulatory Compliance

Kimberly O'Connor Summary

Kimberly O'Connor, based in Denver, CO, US, is currently a Sr. Vice President and Division Manager -Transfer Agency at Northern Trust Corporation. Kimberly O'Connor brings experience from previous roles at FIS, ALPS Fund Services, a DST Company and ALPS Fund Services, Inc.. Kimberly O'Connor holds a 1991 - 1995 Bachelor of Business Administration (BBA) @ University of Wisconsin-Milwaukee - School of Business Administration. With a robust skill set that includes Mutual Funds, Transfer Agency, Financial Services, Series 63, Series 7 and more. Kimberly O'Connor has 1 emails and 1 mobile phone numbers on RocketReach.

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