Kimberly J. Lockwood

Kimberly J. Lockwood has a diverse work experience spanning several decades. Kimberly J. began their career in 1985 as a Human Resources Manager at Arthur Andersen Business Consulting, where they worked for 17 years. In 2006, they joined Filomeno Wealth Management, LLC as a Wealth Management Administrator, a position they held until 2013. At Filomeno Wealth Management, they gained valuable experience in financial planning and investment advisory services. In 2013, Kimberly joined Connecticut Wealth Management, LLC, initially as a Client Services Specialist. Kimberly J. was later promoted to Senior Client Service Specialist in January 2020. Throughout their career, Kimberly has demonstrated a commitment to delivering independent and objective financial services to their clients.

Kimberly J. Lockwood's education history includes attending Bay Path University and Bay Path Junior College. At Bay Path University, they studied Medical Assistant, although the specific start and end years are not provided. Additionally, no specific degree or field of study is mentioned for Bay Path Junior College.