Operations Associate

Wealth Management

Kim joined the Richard Brothers team in January 2021 as an Operations Associate in the Wealth Management Department. Her day-to-day responsibilities include client fulfillment requests, account maintenance and report, and support the the operational success of the firm.

Kim completed her undergraduate in Business Finance from the University of Southern Maine. She worked as a Hedge Fund Account for 9 years. Prior to that, she spent 13 years working the field of graphic design. Outside of work, Kim enjoys traveling to warm places, Jeep rides, and long walks on the beach. She lives in Scarborough with her three daughters, three dogs, and husband, Todd.