Kimberly Kuhn

Kimberly Kuhn Email and Phone Number

Director of Client Services at Monument Group Wealth Advisors, LLC @ Monument Group Wealth Advisors, LLC
concord, massachusetts, united states
Kimberly Kuhn's Location
Boston, Massachusetts, United States, United States
Kimberly Kuhn's Contact Details

Kimberly Kuhn personal email

n/a
About Kimberly Kuhn

Former paralegal with 15 years of legal experience with a focus on real estate, estate administration and trust administration. Made a switch from the law firm side over to the wealth management side after a position was offered to me in late 2017 by a sister company RIA firm.

Kimberly Kuhn's Current Company Details
Monument Group Wealth Advisors, LLC

Monument Group Wealth Advisors, Llc

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Director of Client Services at Monument Group Wealth Advisors, LLC
concord, massachusetts, united states
Employees:
3
Kimberly Kuhn Work Experience Details
  • Monument Group Wealth Advisors, Llc
    Director Of Client Services
    Monument Group Wealth Advisors, Llc Oct 2024 - Present
    Concord, Massachusetts, United States
  • Monument Group Wealth Advisors, Llc
    Client Service Manager
    Monument Group Wealth Advisors, Llc Sep 2022 - Present
    Concord, Ma
  • Monument Group Wealth Advisors, Llc
    Portfolio Administrator
    Monument Group Wealth Advisors, Llc Jan 2018 - Aug 2022
    Concord, Ma
  • Woodman & Eaton, P.C.
    Estate And Trust Administration Paralegal
    Woodman & Eaton, P.C. Jul 2014 - Dec 2017
    Concord, Ma
  • Craig And Macauley
    Paralegal
    Craig And Macauley Feb 2013 - Jun 2014
    Boston, Ma
    *Corporate: prepare and file UCCs, annual reports, entity formation and authority documents, maintain corporate minute books, stock certificate issuances, etc.;*Real Estate: prepare for residential/commercial bank closings, draft closing documents, correspond with bank and other relevant parties, review titles and do title resolution, generate HUD settlement statements, handle post-closing disbursements, put together closing binders and more;*Estate: prepare and file probate forms, proofread will and trust documents, and create/record homesteads;*Litigation: assist attorneys with lawsuit cases, request medical records, service of process, review and summarize medical records, etc.
  • Barron & Stadfeld, P.C.
    Paralegal / Conveyance Administrator
    Barron & Stadfeld, P.C. Sep 2005 - Jun 2012
    Boston, Ma
    *Serve as primary contact on incoming commercial and residential real estate deals and REO referrals;*Work closely with various attorneys in a team-based environment;*In charge of balancing conveyance account for commercial and residential real estate transactions;*Conduct preliminary review of commercial and residential titles and execute title resolution;*Close hundreds of real estate transactions annually for properties located in Massachusetts, New Hampshire, Connecticut and Rhode Island;*Facilitated auction and closing of 50+ condominium units in Massachusetts within a sixty-day period; and*Massachusetts Notary public.
  • Harmon Law Offices, P.C.
    Paralegal
    Harmon Law Offices, P.C. Oct 2003 - Aug 2005
    *Organized and prioritized incoming foreclosure referrals from banks and mortgage companies;*Managed a large number of active files and tracked progress of each in the foreclosure process; *Maintained constant communication with clients and mortgagors regarding legal proceedings;*Served as liaison among attorneys, lenders, auctioneers and homeowners.

Kimberly Kuhn Skills

Real Estate Real Estate Transactions Legal Research Foreclosures Legal Writing Residential Homes Refinance Notary Public Leases Legal Assistance Litigation Loans Reo Commercial Real Estate Hud Customer Service Balance Accounts Purchase Contracts Community Outreach Corporate Law Sellers Condos

Kimberly Kuhn Education Details

Frequently Asked Questions about Kimberly Kuhn

What company does Kimberly Kuhn work for?

Kimberly Kuhn works for Monument Group Wealth Advisors, Llc

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

Kimberly Kuhn's current role is Director of Client Services at Monument Group Wealth Advisors, LLC.

What is Kimberly Kuhn's email address?

Kimberly Kuhn's email address is ka****@****tad.com

What schools did Kimberly Kuhn attend?

Kimberly Kuhn attended University Of New Hampshire.

What are some of Kimberly Kuhn's interests?

Kimberly Kuhn has interest in Traveling, Photography, Running, Singing, Cooking And Eating, Skiing (Downhill And Cross Country), Reading Books On Kindle.

What skills is Kimberly Kuhn known for?

Kimberly Kuhn has skills like Real Estate, Real Estate Transactions, Legal Research, Foreclosures, Legal Writing, Residential Homes, Refinance, Notary Public, Leases, Legal Assistance, Litigation, Loans.

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