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Kimberly Pham Location
San Jose, CA, US
Kimberly Pham Work
Financial Planner @ (January 2024 - Present)
Senior Associate @ (November 2021 - January 2024)
Associate Wealth Advisor @ (January 2019 - October 2021)
Client Service Associate @ (May 2018 - December 2018)
Head Of Operations @ Valleytek, Inc. (July 2014 - December 2018)
Project Manager and Operations Lead @ Valleytek, Inc. (February 2013 - December 2018)
Paralegal II @ Sackett & Associates (July 2012 - February 2013)
Office Assistant @ Valleytek, Inc. (January 2012 - July 2012)
Kimberly Pham Education
California Polytechnic State University-San Luis Obispo
Bachelor of Arts (B.A.) (Political Science and Government)
Notre Dame High School, San Jose
Kimberly Pham Skills
PowerPoint
Microsoft Excel
Research
Microsoft Word
Customer Service
Microsoft Office
Outlook
Legal Writing
Public Speaking
Time Management
Financial Planning
Kimberly Pham Summary
Kimberly Pham, based in San Jose, CA, US, is currently a Financial Planner at Sand Hill Global Advisors. Kimberly Pham brings experience from previous roles at Sand Hill Global Advisors, Beacon Pointe and Valleytek, Inc.. Kimberly Pham holds a Bachelor of Arts (B.A.) in Political Science and Government @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes PowerPoint, Microsoft Excel, Research, Microsoft Word, Customer Service and more. Kimberly Pham has 2 emails and 1 mobile phone numbers on RocketReach.
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