Kim is the Head of RFP Team at AndCo. She coordinates with internal teams for responding to Request for Proposals (RFPs), prepares finals presentations, produces general marketing materials, and assisting with client deliverables. Kim works in direct partnership with compliance, firm management and the consultants to manage the completion of prospect-related questionnaires to ensure the delivery of high-quality, compliant, and engaging submissions.
Prior to joining AndCo in 2014, Kim spent over 11 years as a Portfolio Specialist in Private Wealth Management for SunTrust Bank providing analytical support to portfolio managers. Her responsibilities included preparing client investment review presentations, rebalancing investment accounts, executing trades, preparing performance measurement reports and monitoring client correspondence and required forms.