Kimberly Baxter
Senior Director of Operations at Wealth Enhancement Group | Pittsford, New York, United States
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Kimberly Baxter serves as the Senior Director of Operations at Wealth Enhancement Group, where she plays a pivotal role in driving the firm's commitment to comprehensive financial planning and enhancing client relationships. With a robust background in wealth management and financial services, Kimberly leverages her expertise in operations management to streamline processes across multiple sites, ensuring that the firm operates efficiently while maintaining a high standard of customer service.
In her current role, Kimberly oversees key projects that focus on optimizing operational workflows and enhancing the client experience. Her leadership in staff development and management has been instrumental in fostering a collaborative team environment, empowering her colleagues to deliver exceptional advisory services. Kimberly's strategic vision aligns with Wealth Enhancement Group's mission to provide tailored investment solutions, and she actively contributes to the firm's growth by implementing innovative practices that enhance asset management capabilities.
With her extensive knowledge in investments and a keen understanding of the financial landscape, Kimberly is dedicated to ensuring that Wealth Enhancement Group remains at the forefront of the industry. Her commitment to long-term client relationships is evident in her approach to operations, where she emphasizes the importance of personalized service and proactive communication. As a leader in the firm, Kimberly Baxter exemplifies the values of Wealth Enhancement Group, driving operational excellence and reinforcing the firm's reputation as a trusted partner in financial planning.
Senior Director of Operations at Wealth Enhancement Group in March 2024 to Present
Director of Operations at Wealth Enhancement Group in September 2022 to March 2024
Operations Director at Wealth Enhancement Group in November 2021 to October 2022
Director Of Operations at QCI Asset Management in March 2020 to November 2021
Managing Director, Client Services at Manning & Napier in February 2018 to March 2020
Client Services Manager at Manning & Napier in September 2005 to January 2018
Vice President, Branch Manager at JPMorgan Chase in September 1999 to September 2005
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Management
Customer Service
Investments
Operations Management
Multiple Sites
Staff Development
Staff Management
Wealth Management
Financial Services
Asset Management
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Discover more about Wealth Enhancement GroupWhat is Kimberly Baxter email address?
Email Kimberly Baxter at [email protected]. This email is the most updated Kimberly Baxter email found in 2026.
What is Kimberly Baxter phone number?
Kimberly Baxter phone number is +15858021453.
How to contact Kimberly Baxter?
To contact Kimberly Baxter send an email to [email protected]. If you want to call Kimberly Baxter try calling on +15858021453. (updated on November 04, 2024)
What company does Kimberly Baxter work for?
Kimberly Baxter works for Wealth Enhancement Group
What is Kimberly Baxter's role at Wealth Enhancement Group?
Kimberly Baxter is Senior Director of Operations
What industry does Kimberly Baxter work in?
Kimberly Baxter works in the Financial Services industry.
Kimberly Baxter Email Addresses
Kimberly Baxter Phone Numbers
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