Kimberly joined Yale Capital in 2014 and has more than 11 years of experience with the firm as Operations Manager. Kimberly supports the firm’s growth and commitment to client service excellence. Drawing on prior analytical and reporting experience while holding a Bachelor’s degree from The University of Tampa, Kimberly oversees client service and daily operations, including onboarding, cash management, account administration, and managing client requests. With a detail-oriented, data-driven approach and strong knowledge of the firm’s processes, Kimberly ensures seamless coordination and an exceptional client experience.
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