KN

Kimberly Nichols

Director Of Portfolio Operations at Wealthcare

Kimberly Nichols has a comprehensive work experience in the financial industry. Kimberly started their career at Ameriprise Financial Services, Inc. in 2010 as an Implementation Manager and worked there until 2015. Following that, they joined Securities America Inc. as a Registered Representative, where they worked until 2017. In 2017, they transitioned to LPL Financial as an Operations Assistant and worked there until 2018. Currently, they are employed at Wealthcare Capital Management, initially as a Portfolio Operations Specialist, and they were promoted to the position of Director of Portfolio Operations in 2022.

Kimberly Nichols attended Virginia Commonwealth University from 2001 to 2005, where they obtained a Bachelor of Science (B.S.) degree in Psychology.

Links

Timeline

  • Director Of Portfolio Operations

    November, 2022 - present

  • Portfolio Operations Specialist

    March, 2018

A panel showing how The Org can help with contacting the right person.