Kimberley Dowdy Email & Phone Number

Birmingham, Alabama, United States

Birmingham, Alabama, United States

I am an integral part of our Operations team handling various forward thinking, fun, and fast paced projects and organizing the day-to-day operations and reporting for the firm. In addition, I am in charge of all the custodial setup work for all Advisors, CSAs, and all corporate staff at RFG which includes full onboarding, rep code requests, platform.

Birmingham, Alabama, United States

Swiftly managing complex transitions for new Financial Advisors moving their books of business to RFG. Going above and beyond for our Advisors and their clients to make their transition a smooth and seamless experience. First point of contact for the Advisor and their CSA during their full onboarding and transition. Processing all account opening.

Birmingham, Alabama, United States

Swiftly managing complex transitions for new Financial Advisors moving their books of business to RFG. Going above and beyond for our Advisors and their clients to make their transition a smooth and seamless experience. Managing client transition through the entire account opening process. Working with Fidelity, Schwab, and Private Client Services. I am a.

Birmingham, Alabama, United States

Within the RFG Operations department I provide Financial Advisor support acting as the Practice Manager to three advisor teams in the RFG family. One team being local here in Birmingham, one team in Montgomery, AL and the other in Fort Worth, TX. Handling all things operations in running a Financial Advisory practice day to day so that the Advisors can.

Birmingham, Alabama Area

• As a Senior Client Services Specialist I provide excellent service, operation and sales support to our Branch staff and our clients. I serve as the initial point of contact with responsibilities to greet, direct, and.
• Responsible for the day-to-day operations and administrative functions of the branch
• Work with Investment Consultants to communicate solutions directly with clients
• Identify and refer lead opportunities to Investment Consultants
• Onsite dedicated service expert to research and resolve a wide range of client issues
• Adhere to all compliance/risk procedures and follow corporate and industry protocols

Birmingham, Alabama Area

Supervise all department operations including scheduling and managing of 50+ staff to ensure Association guidelines and standards. Develop, coordinate, promote and evaluate programs to ensure high quality and enrollment/retention targets are met. Responsible for the recruitment, hiring, training, development, and supervision of employees and volunteers.

Birmingham, Alabama Area

At Sngular we inspire, supplement, drive and develop financial technological advances for you and your company to be successful in leading change.Sngular (also known as s|) went global after the successful merge of five independent companies (MediaNet Software, Walnuters, MeaningCloud, BillionLabs & Trecone). A multinational financial consulting.

We thrive on pursuing passive candidates that will not come across your desk. My team and I focus on C-Level, Director, Manager, as well as Individual Contributor professional positions in Banking, Finance, & Asset Management for the Eastern United States. Our team can assist with any needs you may have and the areas we specialize in are...RISK MANAGEMENT.

United States

• Call on and service The Top 30 Financial Institutions in The Unites States
• Penetrate all banking departments working directly with Executive Management
• Consistently opening closed doors for new sales, service, and revenue opportunities
• Earning more account responsibility due to performance and C Level Executive sales
• Sales revenue growth of over 15% in the first year in territory

Birmingham, Alabama Area

• Consultant, advisor, and service provider to many types of retirement plans- 401(k), Defined Benefit, ESOP, small business owners, and individuals.
• Help plan sponsors, trustees, and investment committee members navigate through the ever changing retirement plan landscape to create a successful retirement plan experience for themselves and their plan participants..
• Direct marketing and prospecting efforts for new retirement plans and clients.
• Education Specialist for all retirement plans being the first point of contact for all participants.
• Provide wealth management and financial planning services to clients of all ages.

Specialty areas include...Personal C.F.O. for Working WomenERISA Education for Small Business Owners401(k) enrollment and education for Plan Participants

Series 7, Series 66, Life and Health and Variable Annuity

Dallas/Fort Worth Area And Tuscaloosa, AL

GlaxoSmithKline Pharmaceuticals – The seventh largest pharmaceutical company in the world with offices in over 155 countries. Manufactures drugs and vaccines for major disease areas.Mastering complex products of a scientific nature and technical knowledge. Developing, servicing and sustaining a demanding customer base and influencing customer groups..

Bachelor'S, Sports Fitness Management

Activities and Societies: Phi Mu Sorority, Bama Belle

Masters, Public Health Education And Promotion, 4.0