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Kimberly Wessel
Administrator, Sales and Service at Wessel Industries
Experienced financial leader with 22+ years of expertise in wealth management and commercial banking.
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Location
White Plains, New York, United States, US
Skills
- Crm
- Wealth Management
- Portfolio Management
- Commercial Banking
- Investments
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Bio
Generated by
Topline AI
Kimberly Wessel is a seasoned financial professional with 22 years of experience in wealth management, portfolio management, and commercial banking. She has held leadership positions at several prominent financial institutions, including Citi, The Bank of New York, Webster Bank, and DiPaola Financial Group. Wessel has a strong background in relationship management, organizational development, and sales.
Experience
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Wessel Industries
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Elmsford, NY
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Administrator, Sales and Service
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2009 - Present
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Elmsford, NY
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Client Relationship Manager
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Jan 2008 - Present
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Branch Manager, Vice President
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Nov 2004 - Sep 2006
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Branch Manager, AVP
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Jun 2000 - Nov 2004
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Citi
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Westchester, NY
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Client Financial Analyst
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Jun 1979 - Jun 2000
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Westchester, NY
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Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Financial Services”
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References
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