In April 2009, Kimberly joined Cape Cod 5’s Trust and Asset Management team as a Senior Wealth Management Officer. Her professional background includes the position of senior vice president at the Cape Cod office of a leading wealth management firm. During her twenty two year tenure, Kimberly gained considerable experience in trust administration and portfolio
Kimberly is a graduate of Providence College and the ABA Graduate Trust School at Williams College.
As a resident of Cape Cod since 1993, she has developed deep roots in our community. After serving as a Trustee of the Cape Symphony and Conservatory for twenty years, Kimberly leads its Advisory Council. In addition, she serves on the Steering Committee of the Osterville Business Association, as treasurer of the Hospital Auxiliary Thrift Shop, as a member of the Saint Vincent de Paul Society and as a member of the Rotary Reading Outreach program for elementary students new to the Cape from other countries.
Kimberly resides with her husband in Centerville.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|