He is a member of our Cash Management Group and is responsible for monitoring our online Money Market Portal, and for delivering a broad range of detailed account support to our corporate clients.
Mr. Kim also is responsible for conducting pre- and post-trade reviews on behalf of our Portfolio Management Group to ensure that client portfolios remain compliant with their investment policy guidelines.
He holds Series 7 and 63 securities licenses.
Mr. Kim is a graduate of Binghamton University with a BA in Political Science.