Kimberly Bridges is a eficient expert, that works in Commerce Bank main office of which is in 750. on the position of Vice President, Senior Financial Planner since 2015. Kimberly has earned professional experience in more than seven positions at different companies. Kimberly Bridges went to the Texas Tech University and was studying there from 2005 to 2008. Kimberly Bridges has such professional qualifications as Certified Financial Planner(Tm). Phoenix, Arizona is the area, where the professional was lastly known to settle. This professional's phone and email are accessed through this website by request.
Name variants:
Kimberley Bridges,
Kim Bridges
Last updated May 31, 2024
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Work History
Vice President, Senior Financial Planner
1000 Walnut St, Kansas City, MO 64106
Provide customized financial advice tailored to meet unique client needs through the development of holistic financial planning models.
2015 — Apr 2018
Senior Vice President, Director of Financial Planning
101 east 2Nd St, Tulsa, OK 74103
Responsible for delivering a comprehensive and coordinated financial planning strategy to all channels of BOK Wealth Management.
from Apr 2018
Vice President and Senior Financial Planner
111 west Monroe St, Chicago, IL 60603
Public Company
5001-10,000 employees
BMO
Banking industry
2012 — 2014
Manager, Financial Planning
Collaborated with financial planning team, working directly with ~90 clients / $150MM assets under management, applying advanced planning strategies to achieve best outcomes for clients. As ...
Jun 2008 — Jun 2012
Graduate Part-Time Instructor
2500 Broadway, Lubbock, TX 79401
Educational Institution
1001-5000 employees
Higher Education industry
2005 — 2008
Capital Analyst
8350 north Central Expy, Dallas, TX 75206
Privately Held
51-200 employees
Financial Services industry
2007 — 2007
Teaching Assisant
5100 Rockhill Rd, Kansas City, MO 64110
Educational Institution
1001-5000 employees
Higher Education industry
2004 — 2004
Education
2005 — 2008
2003 — 2004
2001 — 2003
Occupations
Executive
Senior Vice President
Director
Vice President
Financial Broker
Financial Planner
Accountant
Finance and Accounting Specialist
Chief Executive
Operations Manager
Financial Management Analyst
Financial Services Sales Agent
Accounting Bookkeeper
Bookkeeper
Skills
Estate Planning
Strategic Financial Planning
Retirement
Financial Planners
Wealth Management
Retirement Planning
Wealth
Financial Planning
Personal Finance
Personal Financial Planning
Investments
Finance
Financial Advisory
Financial Services
Asset Allocation
Financial Goals
Expert In Women's Financial Issues
Tax
Financial Issues
Public Speaking