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Kim Volkmer

Avp, Project Management - Advisoryworld at LPL Financial
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About Kim Volkmer

Kim Volkmer has 2 current jobs including Avp, Project Management - Advisoryworld at LPL Financial in San Diego, California, United States, us, Project Manager at AdvisoryWorld Financial Technology. Previously worked at centara capital group as Consultant. LPL Financial is a Financial Services company in 4707 Executive Drive San Diego, CA 92121-1968, US with 9157 employees

Kim Volkmer holds a bachelors,bachelor of science degree from san diego state university, with 34 years since graduation.

Kim Volkmer Social
Kim Volkmer Work
Kim Volkmer have been working for 34 years. Currently Kim Volkmer is the Avp, Project Management - Advisoryworld @LPL Financial, with experience in Project Manager @AdvisoryWorld Financial Technology
LPL Financial
Avp, Project Management - Advisoryworld
Dec 2018 - Present · 6 years and 3 months
AdvisoryWorld Financial Technology
Project Manager
May 2016 - Present · 8 years and 10 months
centara capital group
Consultant
Nov 2015 - Feb 2016 · 3 months
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About Kim Volkmer's Current Company
LPL Financial
5001-10000 Employees

LPL Financial is founded in 1989, operates from its headquarter in 4707 Executive Drive San Diego, CA 92121-1968, US. The company operates in the Financial Services sector.

LPL Financial specializes in Independent broker/dealer services, Financial advisory services, Technology integration, Regulatory compliance, Practice management, Wealth management, Retirement planning, Financial planning, Asset management, and offers services including Retail financial advice, Broker/dealer services, and Technology for financial advisors.

Website
https://www.lpl.com
Year Founded
1989
Social Media
LinkedinFacebookTwitter
Company Type
Public
Industry
Financial Services
HQ Location
4707 Executive Drive San Diego, CA 92121-1968, US
Expertise
Independent broker/dealer servicesFinancial advisory servicesTechnology integrationRegulatory compliancePractice managementWealth managementRetirement planningFinancial planningAsset management
Solutions
Retail financial adviceBroker/dealer servicesTechnology for financial advisorsResearch for financial advisorsClearing servicesCompliance servicesPractice management programsWealth management solutionsRetirement planning solutionsFinancial planning solutionsAsset management solutions
Keywords
Independent Broker/DealerInstitution ServicesRIAIndependent AdvisorsCustom Clearing ServicesFinancial Services
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Kim Volkmer Education

Kim Volkmer completed at san diego state university (1988 - 1992)

san diego state university
business administration
1988 - 1992
More About Kim Volkmer
Language
German
Kim Volkmer Skills
Business and Strategy
operations management, business development, account management, budgets, new business development, forecasting, critical thinking
Project and Plan Management
project management, management, financial analysis, risk management, problem solving
Team and Leadership
leadership, training
Customer Relations and Sales
crm, customer relationship management, sales, product marketing, business strategy, customer service
Supply Chain and Process
process improvement, business process improvement
Financial
financial services
Technology and Engineering
information technology, integration, program development
Other
relationship management, compliance, compliance management, program implementation, manage complex projects, change managemet, jira, client services, business operations

Kim Volkmer Email & Phone number

These email and Phone numbers are the most updated and verified contact information for Kim Volkmer found in 2025.

  • Email AddressK**@lpl.comPersonal Email
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  • Phone Number(xxx)xxx-xxxxPersonal Phone
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