Kim L. is an accomplished finance professional with extensive experience in equity portfolio data management and sales. Currently serving as an Equity Portfolio Data Specialist at Dodge & Cox since August 2019, Kim has previously held various leadership roles at FactSet Research Systems, Inc. from June 2004 to June 2019, including Vice President of Sales and Regional Consulting Director. Additionally, Kim contributed to Mission Hospice as Vice Chair of the Board of Directors from May 2010 to January 2014, actively participating in several committees. Early career experiences include internships at UBS Wealth Management and 9News. Kim holds a Bachelor of Science in Finance from the University of Colorado Boulder, obtained in 2004.
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