Kim Laird Email & Phone Number
@waddell.com
3 phones found area 503
LinkedIn matched
Who is Kim Laird? Overview
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Kim Laird is listed as RETIRED based in Portland, Oregon Metropolitan Area, United States. AeroLeads shows a work email signal at waddell.com, phone signal with area code 503, and a matched LinkedIn profile for Kim Laird.
Kim Laird previously worked as Financial Advisor at Pdx Wealth Management / Raymond James and Financial Advisor at Waddell & Reed. Kim Laird holds Bachelor Of Science, Business Administration from University Of Oregon - Charles H. Lundquist College Of Business.
Email format at waddell.com
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AeroLeads found 2 current-domain work email signals for Kim Laird. Compare company email patterns before reaching out.
About Kim Laird
As a PDX Wealth Management financial advisor, my goals are simple: to know my clients well, to treat them with respect and to measure my success by their success. To meet those goals, I develop financial plans tailored specifically to the individual needs of each of my clients. I value long-lasting client relationships, and advise my clients through every stage of their financial journey.--------------------------------------------------------Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.PDX Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Listed skills include Leadership, Development, Team Building, Distribution, and 29 others.
Kim Laird work experience
A career timeline built from the work history available for this profile.
Financial Advisor
Founder & Managing Partner
Real Solutions to Meet Your Business Needs.Our focus and core competency is to help companies improve effectiveness, performance, and efficiencies in their back office by providing financial consulting services covering: - Customer portfolio management, analysis, and financial / KPI / Analytic performance reporting- Credit analysis and evaluation, processes, risk mitigation, and securitization- OTC process improvements, standardization, implementation, documentation, and training - Strategic and tactical business operations and development, and system support planningWe can develop and implement Best Business Practices and Metrics specifically tailored to an individual organization.Our experience provides us the versatility to work with clients ranging from start-up to small companies needing to set up or grow their Finance operations, to medium or large corporations with well-established Finance groups and procedures
Former Board Of Directors
A non-profit organization that provided people with developmental disabilities a media voice and platform for community involvement while fostering educational opportunities and relationships.
Director Finance Development
- Managed multi-billion dollar new and used truck receivable and residual value portfolios- Corporate liaison for development, coordination, and implementation of retail and wholesale financing programs between company and external commercial finance companies and banks- Directly evaluated and reported company’s total credit risk and contingent liability portfolios- Corporate liaison for set up of joint venture with affiliated credit company and supporting program to increase sales in suppressed market
Corporate Credit Manager
- Managed centralized credit and open parts account responsibilities for company business units with total portfolio of $400+ million- Credit risk evaluation and financial analysis of 700+ dealer locations and customer accounts- Sole responsibility for all perfected security interests and records administration to minimize total open account exposure
Nat'L Finance & Insurance Programs Manager
- Sole responsibility for developing, implementing and training of finance and insurance programs for national used truck retail distribution network
Regional Ut Manager / National Programs
- Sole responsibility for roll-out and implementation of company’s first-ever national fleet owner operator program throughout North American distribution network- Designated team member for roll-out and implementation of a separate industry-exclusive used truck guaranteed cost per mile program- Direct sales responsibility of used truck inventory to assigned retail sales centers
Regional Center Operations Manager
- Responsible for network project management including business planning and development with national distribution network and individual retail sales centers- Provided direct business input to center management and personnel on optimizing performance and productivity including best business practices- Oversaw adherence to operating and governance compliance issues- Responsible for controlling functions in completion of operational and fiscal planning and budgeting
Sap-Ifs Project Team Lead
- Responsible for SAP FICO project functions covering Accounts Receivable and Treasury modules in large-scale financial system implementation- Performed process flow and gap analysis of company revenue streams and implemented best business practices- Configured AR and TR sub-modules- Conducted system testing over four cycles- Developed training manuals and directed in-house training classes for business users- Designated as Super-User for post-production systems support.
Kim Laird education
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University Of Oregon - Charles H. Lundquist College Of Business
Frequently asked questions about Kim Laird
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What is Kim Laird's role at their current company?
Kim Laird is listed as RETIRED.
What is Kim Laird's email address?
AeroLeads has found 2 work email signals at @waddell.com for Kim Laird.
What is Kim Laird's phone number?
AeroLeads has found 3 phone signal(s) with area code 503 for Kim Laird.
Where is Kim Laird based?
Kim Laird is based in Portland, Oregon Metropolitan Area, United States.
What companies has Kim Laird worked for?
Kim Laird has worked for Pdx Wealth Management / Raymond James, Waddell & Reed, Kelsay & Laird Consulting, Llc, Mainstreamed Media, and Daimler Trucks North America.
How can I contact Kim Laird?
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What schools did Kim Laird attend?
Kim Laird holds Bachelor Of Science, Business Administration from University Of Oregon - Charles H. Lundquist College Of Business.
What skills is Kim Laird known for?
Kim Laird is listed with skills including Leadership, Development, Team Building, Distribution, Planning, Strategic Partnerships, Business Plan, and Corporate Finance.
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