Financial Consultant@ Self Employed
Houston, Texas, United States
Kim Petersen
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The University of Texas at Austin
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FlashIntel GPTKim Petersen is a seasoned financial advisor with over 30 years of experience in the financial, entrepreneurial, wealth, and philanthropic markets. She is recognized for her strong relationship, analytical, strategic, and communication skills. Kim has a proven track record of developing, streamlining, and managing new business operations, advising entrepreneurs, charitable organizations, and ultra affluent individuals on optimal financial and wealth strategies. She has held various positions, including Financial Consultant at Self Employed, Executive Council at AngelMD, Finance Chair at River Oaks Baptist School, Treasurer, Managing Director at JPMorgan Chase & Co., and Senior Financial Advisor at Bank of America.
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About
Seasoned financial advisor combining over 30 years experience in the financial, entrepreneurial, wealth and philanthropic markets. Recognized professional with strong relationship, analytical, strategic and communication skills. Notable accomplishments developing, streamlining and managing new business operations; and advising entrepreneurs, charitable organizations and ultra affluent individuals on optimal financial and wealth strategies.
Work Experience
Financial Consultant
Kim Petersen's Professional Milestones
- Managing Director (1989-08-01~2010-04-01): Driving strategic direction, achieving growth, and surpassing revenue targets for the company.
- Finance Chair, Board Of Directors, Executive Committee (2012-08-01~2019-05-01): Driving financial policies and policies to achieve corporate objectives and enhance organizational effectiveness.
Education
Finance
473385600-599616000Skill
Strategic Planning
Finance
Asset Management
Banking
Business Development
Financial Structuring
Project Management
Philanthropic Planning
Certification
Other Named Kim Petersen
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Kim Petersen works for Self Employed
Kim Petersen's role in Self Employed is Financial Consultant
Kim Petersen's latest job experience is Financial Consultant at Self Employed
Kim Petersen's latest education in The University of Texas at Austin
