Kimberly Rubenstein Email & Phone Number
Managing Partner, Director of Financial Planning @ Undivided Wealth Management, LLC
Kimberly Rubenstein Location
St. Louis, MO, US
Kimberly Rubenstein Work
- 2018 - now Managing Partner, Director of Financial Planning @ Undivided Wealth Management, LLC
- 2009 - now Financial Consultant @ Wells Fargo Advisors
- 2005 - 2009 Financial Advisor @ Merrill Lynch
- 2002 - 2003 Program Specialist @ Covance
Kimberly Rubenstein Education
- Saint Louis University
Bachelor of Science (B.S.) (Finance, General)
1995 - 1999 - Visitation Academy1992 - 1995
Kimberly Rubenstein Skills
- Investments
- Financial Analysis
- Investment Strategies
- Financial Advisory
- 401k
- Retirement
- Asset Allocation
- Retirement Planning
- Securities
- Mutual Funds
Kimberly Rubenstein Summary
Kimberly Rubenstein, based in St. Louis, MO, US, is currently a Managing Partner, Director of Financial Planning at Undivided Wealth Management, LLC. Kimberly Rubenstein brings experience from previous roles at Wells Fargo Advisors, Merrill Lynch and Covance. Kimberly Rubenstein holds a 1995 - 1999 Bachelor of Science (B.S.) in Finance, General @ Saint Louis University. With a robust skill set that includes Investments, Financial Analysis, Investment Strategies, Financial Advisory, 401k and more. Kimberly Rubenstein has 4 emails and 4 mobile phone numbers on RocketReach.
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