Kimberly Penzes

Client Service at HCM Wealth Advisors
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Cincinnati, Ohio, United States, US

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Client Service
      • Mar 2017 - Present

      HCM Wealth is an employee owned fee only Registered Investment Advisor. I work with our advisors to establish new accounts, process distributions and transfers. I schedule my advisors calls and meetings, including estate planning. I have organized many client events at New Riff, West Side Brewing, and most recently a Women in Finance Night at Cooper's Hawk. Happy to go the extra mile. HCM Wealth is an employee owned fee only Registered Investment Advisor. I work with our advisors to establish new accounts, process distributions and transfers. I schedule my advisors calls and meetings, including estate planning. I have organized many client events at New Riff, West Side Brewing, and most recently a Women in Finance Night at Cooper's Hawk. Happy to go the extra mile.

    • United States
    • Non-profit Organizations
    • 1 - 100 Employee
    • Volunteer
      • Jul 2010 - Present

      Manage reception area, including greeting visitors and responding to telephone and in person requests for information. Cleaning and sanitizing family rooms in preparation for stay. Manage reception area, including greeting visitors and responding to telephone and in person requests for information. Cleaning and sanitizing family rooms in preparation for stay.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Client Service Specialist
      • Jan 2012 - Mar 2017

      Answer client's questions : clients call or email questions about their accounts, about the status of their paperwork or almost anything else. I field these questions and more importantly, help the customer experience. Answer client's questions : clients call or email questions about their accounts, about the status of their paperwork or almost anything else. I field these questions and more importantly, help the customer experience.

    • United States
    • Real Estate
    • 700 & Above Employee
    • Real Estate Agent
      • 2001 - 2013

      Real Estate in escrow. Real Estate in escrow.

    • United States
    • Retail
    • 700 & Above Employee
    • Assistant Store Manager
      • Aug 2011 - Dec 2011

      Responsible for opening and closing operations of store. Maintain inventory for peak holiday period. Facilitated weekly window change for visual appeal. Responsible for opening and closing operations of store. Maintain inventory for peak holiday period. Facilitated weekly window change for visual appeal.

    • United States
    • Retail
    • 700 & Above Employee
    • Seasonal Cashier
      • Nov 2009 - Aug 2011

      Hired as holiday help, remained as full time cashier. Recognized as #17 in company for St. Jude donations. Build enough rapport to offer company score card promotion. Hired as holiday help, remained as full time cashier. Recognized as #17 in company for St. Jude donations. Build enough rapport to offer company score card promotion.

    • Retail
    • 700 & Above Employee
    • Store Manager
      • Jan 2008 - Oct 2009

      Promoted to Store Manager from part-time sales position. Responsible for hiring and termination. Wrote weekly schedule with 2 Assistant Managers and a key holder reporting directly to me. Travel to St. Louis to participate in district meetings. Promoted to Store Manager from part-time sales position. Responsible for hiring and termination. Wrote weekly schedule with 2 Assistant Managers and a key holder reporting directly to me. Travel to St. Louis to participate in district meetings.

    • United States
    • Retail Luxury Goods and Jewelry
    • 100 - 200 Employee
    • Manager in Training
      • Aug 2007 - Jan 2008

      Performed daily inventory count. Both at opening and closing. Mediate sales disputes between salespeople. Enrolled in gemologist training to become certified. Participated in new store opening of Florence Mall location. Performed daily inventory count. Both at opening and closing. Mediate sales disputes between salespeople. Enrolled in gemologist training to become certified. Participated in new store opening of Florence Mall location.

    • United States
    • Retail
    • 700 & Above Employee
    • Store Manager
      • Nov 1996 - Mar 2007

      Participated in 23 semi-annual sales events. Conducted new store openings in 5 states as credit card lead trainer. Was responsible for loss prevention. Participated in 23 semi-annual sales events. Conducted new store openings in 5 states as credit card lead trainer. Was responsible for loss prevention.

  • Petite Sophisticate
    • Eastgate Mall, Cincinnati OH
    • Assistant Store Manager
      • 1988 - 1996

      Groomed to take over store. In charge of 2 physical inventories. Opened and closed store as key holder during peak holiday. Groomed to take over store. In charge of 2 physical inventories. Opened and closed store as key holder during peak holiday.

Community

You need to have a working account to view this content. Click here to join now