With work experience over 25 years, this expert is currently working at Sequoia Financial Group that is based in 764 as a Vice President, Family Office Services. Kim received his education from 1989 to 1992 at the Cleveland State University - Cleveland - Marshall College of Law. Kim Heman is a certified expert, proven by the following certifications: Notary This professional lives in Cleveland, Ohio. To contact Kim, you can search for their phone number or email or get exhaustive info by requesting access to Kim Heman's further details on this website.
Name variants:
Kimberley Heman,
Kimberly Heman
Last updated May 29, 2024
Contact Information
Last Update
Jul 7, 2022
Email
kh**@roadrunner.com
Location
Cleveland, OH
Company
Workplace
Vice President, Family Office Services
Akron, OH
Industry
Financial Services, Business Services Investment Advisory Service Management Consulting Services, Business Services Management Consulting Services Investment Advisory Service, Investment Advice
Colleagues
Work History
Vice President, Family Office Services
3500 Embassy Pkwy, Akron, OH 44333
from Sep 2019
Senior Associate
5885 Landerbrook Dr, Cleveland, OH 44124
Nov 2015 — Aug 2019
Family Office Manager
Family office services for high net worth clients. Prepared personal financial statements, 10-year cash flow projections and asset allocation analyses for clients to assess financial positio...
Sep 1, 2002 — Nov 1, 2010
Vice President
Vice President in Multifamily Office: Provide affluent, multi-generational families with a comprehensive approach to wealth management, growth and sustainablity ~ Integrating family goals & ...
Aug 1, 1999 — Oct 1, 2001
Tax Associate and Consultant
10700 Research Dr SUITE 200, Milwaukee, WI 53226
Tax Return Preparation: Prepare complex individual income tax returns ~ Prepare S-Corporation, Partnership, Tax-Exempt, Trust, Estate & Gift Tax Returns
Sep 1998 — Jul 1999
Education
1985 — 1989
Occupations
Executive
Vice President
Accountant
Finance and Accounting Specialist
Scientist
Senior Associate
Chief Executive
Accounting Bookkeeper
Bookkeeper
Supporting Member
Team Member
Skills
Asset Allocation
High Net Worth Individuals
Estate Tax Planning
Tax
Estate Planning
Finance
Investments
Client Service Oriented
Client Service Manager
Office Management
Office Administration
Accounting
Key Account Management
Tax Preparation
Income Tax
Wealth Management
Trusts
Strategic Planning
Tax Returns
Management