Kim graduated Bloomsburg University in 2016 with a bachelor’s degree in finance. She moved from Administrative Assistant for insurance licensing to the Operations Coordinator of BestVest. Kim is responsible for daily settlements with our clearing agent and direct transactions with independent security entities and insurance companies. She works daily with registered representatives to ensure their client’s needs are met, as well as directly with clients to answer whatever questions they may have.
Kim is a series 6 representative which allows her to assist with mutual funds, variable annuities, variable life insurance, unit investment trusts, and municipal fund securities.