Accounts Management Coordinator
Kim Cramer has been an employee of the Leaders Group since 2010. She has been in the financial industry for 20 years and has attained various FINRA registrations. Her experience started in banking and expanded into Stock Plan Administration for a large brokerage firm. The Leaders Group has given her an opportunity to help advisors with investor accounts, as well as learn various new account rules and regulations. She is the key contact person for both brokerage and advisory accounts and a leading member of the transition team. Her keen attention to customer service and in depth knowledge of the industry and company, have led her to develop both of these departments into a more substantial and efficient part of the Leaders Group.
Kim is a Colorado native that has been married for 20 years and has 3 children, Cameron, Taylor and Kendall as well as a dog named Bella. The boys keep her busy with lacrosse games and her daughter is currently involved in swim team and dance. Although she and her husband are definitely busy with the kids, they couldn’t imagine life without them. Her hobbies include travel, movies, and entertaining with friends and family.