Kimberly P. Zell, CSOP

Kimberly P. Zell, CSOP has a strong background in trust operations and wealth management. Kimberly P. began their career in 1998 at Resource Bank, N.A. as an Investment Cashier/Trust Operations professional. In 2005, Kimberly moved to US Fiduciary Services where they continued to work in trust operations until 2012. From 2012 to 2016, they worked at NB&T as a Trust Operations specialist. Currently, since 2016, Kimberly holds the position of Lead Operations Analyst at Savant Wealth Management.

Kimberly P. Zell, CSOP, obtained a BA degree in Accounting and Business/Management from Judson University, where they studied from 2005 to 2007. Prior to that, they attended Elgin Community College from 1998 to 1999. In their high school years, Kimberly attended Genoa Kingston High School, although no specific start or end years are provided for this education experience. In terms of additional certifications, Kimberly obtained the Certified Securities Operations Personnel certification from the Cannon Financial Institute in October 2010.