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Kymberli Thomas Email & Phone Number

Private Client Services at Perigon Wealth Management, LLC
Location: Newport Beach, California, United States 8 work roles 1 school
1 work email found @tdameritrade.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email k****@tdameritrade.com
LinkedIn Profile matched
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Role
Private Client Services
Location
Newport Beach, California, United States
Company size

Who is Kymberli Thomas? Overview

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Quick answer

Kymberli Thomas is listed as Private Client Services at Perigon Wealth Management, LLC, a company with 35 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at tdameritrade.com and a matched LinkedIn profile for Kymberli Thomas.

Kymberli Thomas previously worked as Notary Loan Signing Agent at Lets Get Notarized and Client Service & Operations Manager at Pacificview Wealth Management. Kymberli Thomas holds Bachelor Of Arts - Ba, Project Management from The University Of Arizona Global Campus.

Company email context

Email format at Perigon Wealth Management, LLC

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{first}.{last}@tdameritrade.com
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AeroLeads found 1 current-domain work email signal for Kymberli Thomas. Compare company email patterns before reaching out.

Profile bio

About Kymberli Thomas

Utilizing my experience associated with the Finance and Banking Industry, attention to detail, good listening skills, and great empathy, I am dedicated to giving the best client service experience. Experienced professional with a passion for operational excellence in wealth management. Skilled in streamlining processes, ensuring compliance, and implementing efficient operational strategies. Committed to building lasting client relationships based on compliance, integrity, and ethics. My vision and energy drive positive outcomes within my firm. Excited to connect with like-minded professionals and explore new opportunities

Listed skills include Leadership, Auditing, Retirement Services, Administrative Assistance, and 34 others.

Current workplace

Kymberli Thomas's current company

Company context helps verify the profile and gives searchers a useful next step.

Perigon Wealth Management, LLC
Perigon Wealth Management, Llc
Private Client Services
san francisco, california, united states
Employees
35
AeroLeads page
8 roles

Kymberli Thomas work experience

A career timeline built from the work history available for this profile.

Notary Loan Signing Agent

Current
Lets Get Notarized

Newport Beach, California, United States

- Explaining the signing process to the client, including what they should bring to the signing and what information they should bring with them.- Preparing all documents for signing, including reviewing the documents for errors and discrepancies.- Reviewing the documents to ensure that they have the appropriate notary seals and signatures.- Reviewing and.

Sep 2021 - Present

Client Service & Operations Manager

- Ability to analyze current processes, identify inefficiencies, and implement improvements to streamline operations.- Skill in managing projects related to process improvement, ensuring they are completed on time and within budget.- Ability to identify problems within processes and develop solutions to address them.- Ability to lead a team, provide.

Mar 2023 - Jun 2024

Sr. Client Service Associate

- Maintains customer relationships by responding to inquiries; documenting actions.- Prepares for customer inquiries by studying products, services, and customer service processes.- Responds to customer inquiries by understanding inquiries; reviewing previous inquiries and responses; gathering and researching information; assembling and forwarding.

Jan 2021 - Mar 2022

Client Service Executive

Santa Monica, California, United States

- Responsible for the day-to-day operations and administrative functions of the branch.- Work with Investment Consultants to communicate solutions either directly or indirectly with clients.- Identify and refer lead opportunities to Investment Consultants.- Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves.

May 2018 - Jan 2021

Service Manager

900 Montana Blvd, Santa Monica, CA 90403

- Serve as a leader in managing risk; accountable for alignment with applicable regulations, policy and procedure requirements, audit and escalation procedures- Lead the team to ensure customers are informed of the ways Wells Fargo can help them succeed financially, by making introductions to other branch team members and sharing digital banking options.

Aug 2016 - May 2018

Guest Services Manager

7100 Santa Monica Blvd, Hollywood, CA 90046

- Skills in guest engagement; problem-solving and resolution.- Knowledge of retail business fundamentals including department sales trends, inventory management, guest shopping patterns, pricing, and promotions strategies.- Skills in planning department(s) daily/weekly workload to support business priorities and deliver service and sales goals.- Experience.

Dec 2013 - Jul 2016

Pharmacy Clerk

Torrance, California

answering telephones, forwarding calls, taking messages, assisting customers, stocking shelves, operating cash registers, cleaning work areas and sterilizing containers. In some organizations, pharmacy clerks order medications, organize supplies and label drugs as well.

Jul 2011 - Oct 2013
Team & coworkers

Colleagues at Perigon Wealth Management, LLC

Other employees you can reach at perigonwealth.com. View company contacts for 35 employees →

1 education record

Kymberli Thomas education

FAQ

Frequently asked questions about Kymberli Thomas

Quick answers generated from the profile data available on this page.

What company does Kymberli Thomas work for?

Kymberli Thomas works for Perigon Wealth Management, LLC.

What is Kymberli Thomas's role at Perigon Wealth Management, LLC?

Kymberli Thomas is listed as Private Client Services at Perigon Wealth Management, LLC.

What is Kymberli Thomas's email address?

AeroLeads has found 1 work email signal at @tdameritrade.com for Kymberli Thomas at Perigon Wealth Management, LLC.

Where is Kymberli Thomas based?

Kymberli Thomas is based in Newport Beach, California, United States while working with Perigon Wealth Management, LLC.

What companies has Kymberli Thomas worked for?

Kymberli Thomas has worked for Perigon Wealth Management, Llc, Lets Get Notarized, Pacificview Wealth Management, Hcr Wealth Advisors, and Td Ameritrade.

Who are Kymberli Thomas's colleagues at Perigon Wealth Management, LLC?

Kymberli Thomas's colleagues at Perigon Wealth Management, LLC include Chris Spires, Aif®, Cpfa®, Marc Specht, Aif, Aams, Se-Awma, Rfc, Tracy Canning, Pmp®, Phr®, Clay Kinnard, and Kolby Giddings.

How can I contact Kymberli Thomas?

You can use AeroLeads to view verified contact signals for Kymberli Thomas at Perigon Wealth Management, LLC, including work email, phone, and LinkedIn data when available.

What schools did Kymberli Thomas attend?

Kymberli Thomas holds Bachelor Of Arts - Ba, Project Management from The University Of Arizona Global Campus.

What skills is Kymberli Thomas known for?

Kymberli Thomas is listed with skills including Leadership, Auditing, Retirement Services, Administrative Assistance, Banking, Social Media, Salesforce.Com, and Payments.

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