Kimberly D. Email and Phone Number
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- Valid
Kimberly D. personal email
Kimberly D. phone numbers
I am a creative leader who keeps it real. And as a creative person who built a finance career, I take an entrepreneurial approach to both business and life. Our team’s capacity for empathy and technical proficiency let us connect with clients and help them build confidence and self-sufficiency.My personal mission is to continue to foster a culture around intelligence and empathy. To ensure that our collaborative, smart and ethical team is successful, I encourage the unique ingredients they bring to the table while also aligning with our core values: universal respect, constructive feedback and making the best decisions for all. I wholeheartedly believe my approach benefits clients as well.
Bernstein Private Wealth Management
View- Website:
- bernstein.com
- Employees:
- 898
-
Managing Director | Principal | Chair Women’S Council | Co Head Women And Wealth InstituteBernstein Private Wealth ManagementUnited States -
Managing DirectorBernstein Private Wealth Management Jan 2020 - PresentNew York, New York, Us -
Founding Chair Bernstein Private Wealth Management Womens CouncilBernstein Private Wealth Management Jan 2023 - Mar 2024New York, New York, UsLaunched Bernstein Private Wealth Managment Strategic Initiative for 100b private wealth management business. Responsible for mission and vision, research and evaluation, strategic plan, and implementation from concept to execution for growth and retention for high net worth women and talent for 100bn private wealth business. Executive Partnership Team with CAO and Director of StrategyAccountable for delivery of strategic plan, budget, and success metrics in collaboration with executive leadershipCross Function Collaboration with marketing and sales leadership, Principals, VP and early career professionalsAdvocacy and communication to further adoption of new initiatives, and support for new approaches and initiatives.Disciplined prioritization for resource investment and editing of existing and proposed marketing content and deliverablesReframing of existing collateral to center content around cohesive and consistent strategy and streamlined access to further adoption and scaleOrganizational Structure for executive leadership team, contribitong members, and early career emerging leader committee to create opportunity, insight from diverse talent pool, and leadership bench Creation and successful launch of strategic partnership with global partnerSuccessful mentorship program for sales and leadershipLife transition focused marketing reframing for growing and diverse wealth segment -
Principal, Financial AdvisorBernstein Private Wealth Management Dec 2009 - Dec 2019New York, New York, Us -
Vp Financial AdvisorBernstein Private Wealth Management Dec 2002 - Dec 2009New York, New York, Us -
Senior AssociateBernstein Private Wealth Management Jun 1998 - Nov 2002New York, New York, Us -
Board Member | Membership ChairYpo Jun 2022 - PresentIrving, Texas, Us -
Member Board Of Directors | Investment ChairBrennan Center For Justice Jan 2021 - PresentNew York, New York, Us -
MemberChief Apr 2020 - PresentNew York, Ny, Us -
Higher EducationViacom Jun 1997 - Jun 1998New York, Ny, Us
Kimberly D. Skills
Kimberly D. Education Details
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Fordham UniversityFinancial Planning And Services -
State University Of New York At OswegoPsychology And Public Justice
Frequently Asked Questions about Kimberly D.
What company does Kimberly D. work for?
Kimberly D. works for Bernstein Private Wealth Management
What is Kimberly D.'s role at the current company?
Kimberly D.'s current role is Managing Director | Principal | Chair Women’s Council | Co Head Women and Wealth Institute.
What is Kimberly D.'s email address?
Kimberly D.'s email address is ki****@****ein.com
What is Kimberly D.'s direct phone number?
Kimberly D.'s direct phone number is (212)-969*****
What schools did Kimberly D. attend?
Kimberly D. attended Fordham University, State University Of New York At Oswego.
What skills is Kimberly D. known for?
Kimberly D. has skills like Alternative Investments, Series 63, Public Speaking, Fixed Income, Gift Planning, Diversity Champion, Capital Markets, Investments, Endowments, Business Development, Mentoring, Team Leadership.
Who are Kimberly D.'s colleagues?
Kimberly D.'s colleagues are Michael Bagatell, Shelly Meerovitch-Barak J.d., Casey P. Sullivan, Ciara Collins, Kelly Lu, Troy Nguyen, Brian Becker.
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