Cavalry Portfolio Services
Kimberly Castagna is a Senior Compliance Paralegal at Cavalry Portfolio Services, having progressed through roles including Compliance Paralegal and Compliance Assistant since July 2013. In this capacity, Kimberly prepares and tracks license applications, conducts regulatory research, manages compliance audits, and prepares correspondence for regulatory agencies. Prior to this, Kimberly worked as a Marketing Associate at SHE by SO.CAP.USA from November 2004 to May 2013, where responsibilities included coordinating national meetings, managing social media, designing promotional materials, and executing marketing campaigns. Kimberly holds an education from Mercy University.