See How Many Clients You're Missing Each Month
Simply enter your business email & Topline AI Agent will show you.
Kimberly Hartman
Director of Financial Planning at Stockman Wealth Management
Non-profit professional with expertise in financial planning and program management.
- Claim this Profile
Location
Bozeman, Montana, United States, US
Bio
Generated by
Topline AI
Kimberly Hartman is a seasoned non-profit professional with experience in financial planning, prospect management, and program management. She has worked in various roles at Montana State University Alumni Foundation, ROC Wheels, and Montana State University-Bozeman. Kimberly holds a Master's degree in Family Financial Planning and a Bachelor's degree in Psychology from Montana State University-Bozeman.
Kimberly has 7+ years of experience in non-profit management and 10+ years of experience in higher education, including 7 years as an instructor at Montana State University-Bozeman.
Experience
-
-
Director of Financial Planning
-
Dec 2023 - Present
-
-
-
-
Fundraising
-
1 - 100 Employee
-
Director of Prospect Management and Research
-
Jul 2023 - Dec 2023
-
-
Associate Director of Prospect Management and Research
-
Aug 2021 - Jul 2023
-
ROC Wheels (Reach Out and Care Wheels, Inc.)
-
Bozeman, Montana, United States
-
Program and Distribution Manager
-
Aug 2018 - Aug 2021
-
Bozeman, Montana, United States
-
-
Instructor
-
Aug 2012 - Sep 2019
-
-
Education
-
Montana State University-Bozeman
Master's degree, Family Financial Planning -
Montana State University-Bozeman
Bachelor's degree, PSYCHOLOGY
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Nonprofit Organization Management”
Looking to Create a Custom Project?
Get Started
Need a custom project? We'll create a solution designed specifically for your project.
References
Social Profiles
Community
You need to have a working account to view this content.
Click here to join now
