Min Kim, CFA, is a Vice President of Custody Sales at Fidelity Investments, focusing on new business development for the RIA segment. Previously, Min served as an Executive Director at J.P. Morgan Wealth Management and a Senior Vice President at Wells Fargo Advisors, developing deep expertise in assisting advisors in transitioning to independent business models. Min holds a degree from the Kellogg School of Management at Northwestern University, completed in 2021. With a disciplined approach, Min helps financial advisors navigate the complexities of independence and custody arrangements within the RIA space.
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