Kimberly D.

Kimberly D. Email and Phone Number

Managing Director | Principal | Chair Women’s Council | Co Head Women and Wealth Institute @ Bernstein Private Wealth Management
United States
Kimberly D.'s Location
United States, United States
Kimberly D.'s Contact Details

Kimberly D. work email

Kimberly D. personal email

n/a

Kimberly D. phone numbers

About Kimberly D.

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.

Kimberly D.'s Current Company Details
Bernstein Private Wealth Management

Bernstein Private Wealth Management

View
Managing Director | Principal | Chair Women’s Council | Co Head Women and Wealth Institute
United States
Website:
bernstein.com
Employees:
898
Kimberly D. Work Experience Details
  • Bernstein Private Wealth Management
    Managing Director | Principal | Chair Women’S Council | Co Head Women And Wealth Institute
    Bernstein Private Wealth Management
    United States
  • Bernstein Private Wealth Management
    Managing Director
    Bernstein Private Wealth Management Jan 2020 - Present
    New York, New York, Us
  • Bernstein Private Wealth Management
    Founding Chair Bernstein Private Wealth Management Womens Council
    Bernstein Private Wealth Management Jan 2023 - Mar 2024
    New York, New York, Us
    Launched 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
  • Bernstein Private Wealth Management
    Principal, Financial Advisor
    Bernstein Private Wealth Management Dec 2009 - Dec 2019
    New York, New York, Us
  • Bernstein Private Wealth Management
    Vp Financial Advisor
    Bernstein Private Wealth Management Dec 2002 - Dec 2009
    New York, New York, Us
  • Bernstein Private Wealth Management
    Senior Associate
    Bernstein Private Wealth Management Jun 1998 - Nov 2002
    New York, New York, Us
  • Ypo
    Board Member | Membership Chair
    Ypo Jun 2022 - Present
    Irving, Texas, Us
  • Brennan Center For Justice
    Member Board Of Directors | Investment Chair
    Brennan Center For Justice Jan 2021 - Present
    New York, New York, Us
  • Chief
    Member
    Chief Apr 2020 - Present
    New York, Ny, Us
  • Viacom
    Higher Education
    Viacom Jun 1997 - Jun 1998
    New York, Ny, Us

Kimberly D. Skills

Alternative Investments Series 63 Public Speaking Fixed Income Gift Planning Diversity Champion Capital Markets Investments Endowments Business Development Mentoring Team Leadership Multi Generational Planning Investment Advisory Asset Allocation Asset Managment Equities Wealth Management Charitable Gift Planning Mutual Funds Nonprofit Organizations Investment Strategies Emerging Markets Asset Management Multigenerational Planning Coaching Creative Problem Solving Series 7 Philanthropy Hedge Funds Investment Management

Kimberly D. Education Details

  • Fordham University
    Fordham University
    Financial Planning And Services
  • State University Of New York At Oswego
    State University Of New York At Oswego
    Psychology 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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