Kim U.

Kim U. has a extensive work experience in the financial industry. Kim currently holds the position of Director of Marketing & Business Development at Prospera Financial, where they are responsible for overseeing new advisor growth, corporate communications, public relations, advisor marketing, firm branding, messaging, advertising, as well as meetings and events. Prior to this, Kim U. had a long tenure at Wells Fargo Advisors, where they held the positions of Senior Vice President, Director of Programs & Field Engagement and Senior Vice President, Director of Development. In these roles, they led strategic initiatives, oversaw development programs, conferences, and leadership engagement efforts, and promoted program offerings through internal branding and marketing efforts. Before joining Wells Fargo Advisors, Kim U. worked at Wachovia Corp in various positions, including First Vice President, Manager of Correspondent Conversions and First Vice President, Director of Marketing - Platform, Products & Services. In these roles, they led the conversion and integration of correspondent firms onto the First Clearing Correspondent Services clearing platform, developed and implemented strategic brand marketing objectives, and managed a team responsible for showcasing product solutions at correspondent firm conferences. Overall, Kim U. has demonstrated strong leadership and marketing skills throughout their career.

Kim U. has a Bachelor of Arts (BA) degree from Washington College. Kim also completed the Securities Industry Institute program at Wharton Executive Education. In addition to their formal education, Kim U. has obtained certifications in Behavioral Finance from Duke University | Coursera, a General Securities License - Series 7 from FINRA, a Leadership Perspective Series from Washington University in St. Louis - Olin Business School, and Viral Marketing & How to Craft Contagious Content from Wharton Online.