Kimberly Kovacs

Kimberly Kovacs has a diverse background in the financial industry, with experience in client relationship management, financial advising, and wholesaling. Kimberly currently holds the role of Client Relationship Manager at both Local Financial Group and Merit Financial Advisors, starting in 2021. Prior to this, they worked as a Financial Advisor at Landmark Investments from 2017. Before that, they served as a Licensed Sales Assistant at Landmark Bank/Investments from 2011 to 2017. Kimberly also has experience as a Mutual Fund and Annuity Wholesaler at Oppenheimer Funds, Inc from 2007 to 2010. Additionally, they worked as an Internal Wholesaler at Transamerica from 2004 to 2007 and at MetLife from 2003 to 2004. Kimberly'searliest experience in the industry was as an Internal Wholesaler at Transamerica from 2001 to 2003. Throughout their career, Kimberly has demonstrated success in building relationships with clients and achieving revenue goals.

Kimberly Kovacs completed their education at the University of Missouri-Columbia, where they graduated with a Bachelor of Science degree in Parks & Recreation in 1999. The specific years they attended the university are not provided.