Karen Wimbish is a highly qualified professional, that works in North Highland main office of which is in 187. as a Affiliate Consultant from 2015. Karen has earned professional experience in more than nine positions at different companies. Karen Wimbish went to the University of Richmond and got education. Charlotte, North Carolina is the area, where this person was known to be settled. The person's contacts can be easily accessed through this website by request.
Name variants:
Karin Wimbish,
Karyn Wimbish,
Kari Wimbish,
Karrie Wimbish
Contact Information
Workplace
Colleagues
Work History
Affiliate Consultant
3333 Piedmont Rd northeast SUITE 1000, Atlanta, GA 30305
Strategic Consulting to financial services industry focusing on retirement, advisor performance and client experience. North Highland is a global consulting firm that has changed the model o...
Sep 2015 — Jul 2016
Advisor
6201 Fairview Rd, Charlotte, NC 28210
Guide and coach individual clients as they transition from corporate executive role to retirement
Coordinate development of custom My Next Season transition plans in one-on-one sessions
C...
Jan 2016 — Jul 2016
Evp, Director, Retail Retirement
420 Montgomery St, San Francisco, CA 94129
Lead enterprise strategy for retirement services to retail customers through a cross-enterprise center of expertise to enhance profitability and grow retail retirement product sales, specifi...
Jun 2010 — Feb 2016
President, Latin America Group
1 north Jefferson Ave St, Louis, MO
Led $155 Million revenue channel focused on Latin America clients,generating normalized profit margins of 20%+
four domestic offices, five in South American countries
450 employees (inclu...
Dec 2005 — Jun 2010
Managing Director, Chief Operating Officer
Assumed position after leading integration of data/ operating systems of acquired independent brokerage firm. Created original operating policies and procedures for business channel, includi...
2001 — 2005
Managing Director, Chief Adminstrative Officer
Reporting to President of IBG, managed consolidated strategy, financial planning, budgeting and technology for group that included clearing firm, on-line brokerage and acquisition of new ind...
1999 — 2001
Managing Director, Chief Operating Officer
In addition to Relationship Management team, assumed responsibility for all operating activities of $4B investment portfolio following acquisition of Mentor by Wachovia Corporation. Oversaw ...
1998 — 1999
Managing Director, Head of Relationship Management
Mentor Investment Advisors, Wheat First Securities, LLC, Richmond, VA 1996 – 1998 Managing Director, Head of Relationship Management Reporting to President, managed team servicing $1.2B in s...
1996 — 1998
Education
Occupations
Executive
Chairperson
Counselor
Accountant
Finance and Accounting Specialist
Advisor
Artist
Model
Non-Profit
Corporate Executive
Guide
Sport Trainer
Sports Trainer
Chief Executive
Accounting Bookkeeper
Bookkeeper
Tour Guide
Sports Trainers
Skills
Financial Services
Securities
Investments
Finance
Strategy
Wealth Management
Leadership
Financial Planning
Mutual Funds
Management
Retirement
Relationship Management
Retirement Planning
Series 7
Asset Management
Consulting
Series 63
Commercial Banking
Trading
Retail Brokerage
Retail Banking
Financial Literacy Training
FAQs about Karen Wimbish
What is the main profession of Karen Wimbish?
This professional's job is Metro Wealth Management Interim President
What are the main profession of Karen Wimbish?
These person's professions are Executive and Chairperson
Where does Karen Wimbish live?
Karen lives in Charlotte, North Carolina.
How many companies did Karen Wimbish work at?
Karen Wimbish worked at nine jobs.
Where has Karen Wimbish studied?
Karen studied at the University of Richmond.
What is professional industry that Karen Wimbish is connected to?
Karen Wimbish works in Financial Services industry.
Are there any special skills Karen Wimbish has?
This professional has skills in the following areas: Financial Services, Securities, Investments, Finance, Strategy, Wealth Management, Leadership, Financial Planning, Mutual Funds, Management, and Retirement.