Kim Volkmer

Kim Volkmer has extensive work experience in the financial industry. Kim currently works at LPL Financial as AVP, Product Management - AdvisoryWorld, where they are responsible for program management and governance of the AdvisoryWorld suite of products. Kim also develops new product and feature enhancements, and fosters enterprise client relationships. Prior to this, Kim worked at AdvisoryWorld Financial Technology as a Project Manager, where they managed new product and feature enhancements and client customization projects. Kim also managed ongoing relationships with enterprise clients. Before that, they worked as a Consultant at Centara Capital Group, Inc. Kim has also held roles at EquityKey Services, LLC as Compliance Manager/Operations Manager, Centara Capital Group, Inc. as Account Services Manager, Girard Securities, Inc. as Director of Transition and Operations Services, Sentra Securities Corporation as Director of Operations, and Prudential Securities as Assistant Operations Manager.

Kim Volkmer attended San Diego State University from 1988 to 1992. During this time, they pursued a Bachelor of Science degree in Business Administration.