Kim has fifteen years’ experience in the financial services industry. Her role at Revzon Consulting includes all facets of Third Party Administration including recordkeeping, compliance testing and 5500 preparation.
Kim has been with RCG since 2011. Prior to joining Revzon Consulting, Kim spent ten years at Scudder Investments. She holds a Bachelor of Science Degree in Business Management and Mathematics from Bridgewater State University.
Kim resides on the South Shore with her husband and three children.
Coastline Trust Company
Robert Gaumont / Chief Investment Officer
SerVus Consulting Group, Inc.
John Kluttz / President
Thomson Reuters ONESOURCE Trust Tax
Art Ridolfi / Executive Sales Manager
Choate, Hall & Stewart
Peter Quigley / Trust Operations Manager