Chief Administrative Officer
As Chief Administrative Officer, Kim is responsible for a cornerstone of SteelPeak Wealth. Kim’s duties include servicing client accounts, addressing client needs, hiring and overseeing support staff. She handles all lending opportunities, whether in-house or with trusted advisors, and maintains Steel Peak’s third-party reporting and trading system. Kim has over 17 years of experience in the financial industry, having worked at UBS and Morgan Stanley before joining SteelPeak Wealth. Kim holds Series 7 and 66 securities licenses and earned her Bachelor’s Degree in Finance.
Kim is a natural people person. She strongly believes that SteelPeak Wealth’s cultural values are what differentiate the company. Each day she ensures that those values are not only committed to paper but are actually coming to life on a daily basis.
From the mountains to the sea, Kim finds her balance by spending time in nature. In her free time, she enjoys camping along California’s beautiful lakes and hiking in the mountains.
T 818 835-8724