Kimberly Whipple
Germantown
Summary
Dedicated and organized professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Overview
29
29
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work History
Financial Advisor
Ameriprise Financial
Pensacola
05.2001 - 05.2021
- Developed personalized financial plans for diverse client portfolios.
- Analyzed market trends to provide informed investment advice.
- Conducted regular client meetings to review financial goals and strategies.
Athletic Director
Lakeview Prep
Dallas
08.1992 - 05.1994
- Developed comprehensive athletic programs to enhance student engagement and participation.
- Organized and scheduled seasonal sports events and competitions for all teams.
- Collaborated with coaches to implement training regimens and performance evaluations.
Education
Bachelor of Science - Education
University of Arkansas
Fayetteville, AR 08.1986 - 05.1991
Certification
- Series 7
- Series 63
Affiliations
- Tennis
- Pilates
- Travel
- St Jude Volunteer
Timeline
Financial Advisor
Ameriprise Financial
05.2001 - 05.2021
Athletic Director
Lakeview Prep
08.1992 - 05.1994
Bachelor of Science - Education
University of Arkansas
08.1986 - 05.1991