Kimball Driggs Email & Phone Number

Los Angeles, California, United States

Cottonwood Heights, Utah, United States

▪ Performed 12+ investment manager due diligence calls each quarter analyzing personnel, process, and performance ▪ Conducted and reviewed portfolio tracking and financial data modeling and analysis, including portfolio rebalancing, for 100+ client portfolios▪ Assisted in preparing for and conducting client/prospect meetings and servicing client requests▪ Analyzed and reviewed 40+ private investment opportunities across the venture capital, real estate, secondaries, and private credit sectors

Provo, Utah, United States

▪ Presented on topics such as: an overview of financial markets, wealth management, and recruiting across 10 association meetings per semester▪ Mentored 25+ undergraduate students on effective resume construction, networking strategies, and recruiting best practices

South Jordan, Utah, United States

▪ Led a team in locating and revising previously incorrect client banking statuses, resulting in a projected $146k in annual company savings▪ Collaborated with equity compensation teams and virtual financial advisors through shadowing sessions, meetings, and networking events with end goal to improve client experience and increase overall participant satisfaction▪ Created proposed integrated training program for new hires to promote efficiency and improve new hire experience▪ Studied for and passed FINRA’s Securities Industry Essentials exam

Provo, Utah, United States

▪ Increased company efficiency by communicating with appraisers, banks, and other establishments via phone, email, and text, assigning appraisers to corporate files and ensuring progress of said files▪ Received and processed payments, worked hand in hand with accounting department to organize payment history for appraisals and report both accurately and efficiently, reducing total company costs▪ Implemented new office workflow project, improving file processing speed by an estimated 15-20%▪ Answered questions and resolved concerns amongst appraisal groups and bank clients to make sure properties are inspected, and reports submitted in a timely manner

Sacramento, California, United States

▪ Educated homeowners on benefits of pest control, demonstrating need for specific products and services within homes of prospective clients leading to 154 contracts sold, generating over $80,000 of revenue ▪ Pursued 500+ sales leads within assigned sectors utilizing email, text, and voice communication▪ Conducted biweekly trainings during morning team meetings, developing skills in public speaking and in PowerPoint

Phoenix, Arizona, United States

▪ Labored 60+ hours per week in heavy-duty construction and excavation, requiring skills in both power tools and other machinery. Arose at 3:15 am each day to arrive on time to jobsite, returning each day at approximately 4:30 pm▪ Recruited a team of five laborers to expand company into a new market