Kimberly Ayala

Kimberly Ayala Email and Phone Number

Client Service Manager @ Rhame & Gorrell Wealth Management
the woodlands, texas, united states
Kimberly Ayala's Location
Greater Houston, United States
About Kimberly Ayala

Kim Ayala is our Client Service Manager, she started her career as an accountant in the banking industry and did a great job at it for over 10 years. Kim graduated with a Bachelor’s in Business Administration with a minor in Finance from Sam Houston State University. She is driven by a mission to help people and build relationships. Kim is best known for inspiring everyone around her with her beautiful smile, if you stop by RGWealth make sure you say hi to her!

Kimberly Ayala's Current Company Details
Rhame & Gorrell Wealth Management

Rhame & Gorrell Wealth Management

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Client Service Manager
the woodlands, texas, united states
Website:
rgwealth.com
Employees:
10
Kimberly Ayala Work Experience Details
  • Rhame & Gorrell Wealth Management
    Client Service Manager
    Rhame & Gorrell Wealth Management Dec 2021 - Present
    Rhame & Gorrell Wealth Management, headquartered in The Woodlands, Texas, is an independent, fee-only Registered Investment Advisory firm founded on the principles of trust, transparency, and results. As a fiduciary, the firm provides customized financial planning and investment management services designed to prioritize clients’ needs and financial goals.The firm specializes in serving high-net-worth individuals, affluent families, corporate executives, entrepreneurs, and professionals in industries such as energy, technology, and aviation. Rhame & Gorrell serves local and multi-national clients alike, offering a comprehensive suite of services, including retirement planning, wealth transfer strategies, tax optimization, charitable giving, estate conservation, and advanced investment management solutions.Click the link below to speak with one of the many CFP®, CPA, or CIMA® professionals on our team.
  • Ppc Loan
    Senior Loan Operations Specialist
    Ppc Loan Jan 2020 - Dec 2021
    The Woodlands, Texas, United States
  • Applied Finish Systems, Llc
    Staff Accountant
    Applied Finish Systems, Llc Oct 2012 - Mar 2019
    • Performed monthly account reconciliations for a number of assets accounts, reviewed general ledgers activity, prepared journal entries and maintained balance sheet accounts.• Bank Reconciliation; Indirect and Fixed Assets adding and depreciating.• Processed payroll tax payments weekly.• Processed, input and followed up on field tickets.• Managed Accounts Receivables- collections, post customer’s payments, revenues and updated receivables by totaling unpaid invoices.• Reviewed, made any edits, processed and executed contracts between the general contractors and subcontractors.• Entered budgets and sub commitments; Prepared the workers compensation allocation reports monthly.
  • Amegy Bank
    Teller Service Manager
    Amegy Bank Dec 2010 - Oct 2012
    • Managed the daily teller staff operations for the branch.• Ensured each day’s transactions balanced and cash was verified in compliance with bank policies and procedures.• Trained and coached current and new staff members to ensure operational accuracy and achievement of service standards.• Monitored teller’s performance and tracked cash differences.• Prepared, managed and ordered vault cash.• Approved time cards; Conducted end of month reports along with updating process documentation.
  • First National Bank Of Texas
    Personal Banker Iii
    First National Bank Of Texas Sep 2007 - Dec 2010
    • Helped customers manage their accounts and finances.• Advised clients on various financial services based on their needs.• Resolved clients queries and complaints.• Processed applications for credit cards, safe deposit boxes and loan requests.• Presented and sold banking services and products to existing and prospective clients.

Kimberly Ayala Education Details

Frequently Asked Questions about Kimberly Ayala

What company does Kimberly Ayala work for?

Kimberly Ayala works for Rhame & Gorrell Wealth Management

What is Kimberly Ayala's role at the current company?

Kimberly Ayala's current role is Client Service Manager.

What schools did Kimberly Ayala attend?

Kimberly Ayala attended Sam Houston State University.

Who are Kimberly Ayala's colleagues?

Kimberly Ayala's colleagues are Roland Thornton, Aif®, Cory Moscoso, Tyler Miller, Cpa/pfs, Cfp®, Cima®, Melissa Jacobs, Michael Gorrell, Luke Mcclain.

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