Kimberly Tapia

Kimberly Tapia

Relationship Banker

Followers of Kimberly Tapia399 followers
location of Kimberly TapiaLas Vegas, Nevada, United States

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  • Timeline

  • About me

    Portfolio and Investor Relations Manager at Sahara Investment Group

  • Education

    • University of Nevada-Las Vegas

      -
      Bachelor's degree Finance
  • Experience

    • Bank of America

      Jun 2015 - Apr 2017
      Relationship Banker
    • Merrill Lynch

      Apr 2017 - Mar 2022
      Registered Wealth Management Client Associate
    • CORE Advisory Partners

      Feb 2022 - now
      • Associate

        Dec 2024 - now
      • Senior Analyst

        Dec 2023 - Nov 2024
      • Analyst

        Feb 2022 - Nov 2023
    • Sahara Investment Group

      Feb 2022 - now
      • Portfolio and Investor Relations Manager

        Dec 2024 - now
      • Investor Relations Manager

        Dec 2023 - Nov 2024
      • Analyst

        Feb 2022 - Nov 2023
  • Licenses & Certifications

    • Series 66 โ€“ Uniform Combined State Law Exam

      FINRA
      Jan 2019
    • Series 7 - General Securities Representative Exam

      FINRA
      Jan 2019