Kimberly Davis

Kimberly Davis is a seasoned professional with extensive experience in client service and compliance within the financial sector. Currently serving as a Client Service Specialist at Townsend since February 2023, Kimberly previously worked at Apollon Wealth Management, LLC, where responsibilities included providing customized wealth management solutions from January 2020 to January 2023. Prior roles include Contract Compliance Manager and Client Service Liaison at SRS Acquiom, which specialized in managing M&A transactions, as well as a Senior Client Service Representative at The Milestone Group, focusing on client loyalty and asset management. Kimberly started a career as a Relationship Banker at JPMorgan Chase, emphasizing customer acquisition and relationship management. Educational qualifications include a Bachelor of Business Administration in Marketing and Finance from Fresno Pacific University and an Associate of Science in Pharmacology from San Joaquin Valley College-Fresno.