Kimberly DeRosa ChmielewskiAssociate, Business Operations Manager, Charlotte North
Kimberly, Charlotte North, provides operational oversight for the completion of new business and investment repositioning and focuses on ensuring that clients enjoy an exceptional overall experience at the Davidson office of Goldman Sachs Personal Financial Management, within the Consumer and Wealth Management division of Goldman Sachs.
Kimberly brings a diverse financial background with more than 28 years of financial services experience to Goldman Sachs Personal Financial Management (“GS PFM”). After starting her career in the mid-’90s with one of the largest retail banking institutions, it didn't take long for Kimberly to find her niche within the wealth management arena. Before joining what is now known as GS PFM in early 2017, Kimberly was a financial advisor and managed several boutique wealth management practices in Sarasota, Florida. She also has a breadth of experience and knowledge in investor relations, operations and on-boarding. Kimberly graduated with Honors from the University of South Florida with a Bachelor’s degree in Business/Corporate Communication.
Kimberly is an avid tennis player and has recently taken up golf. When she's not on the court or on the greens, she enjoys volunteering in her community, reading a good book, hiking and spending time at her mountain home with her family.
Investment advisory services offered by United Capital Financial Advisers, LLC d/b/a Goldman Sachs Personal Financial Management (“GS PFM”), a registered investment adviser and an affiliate of Goldman Sachs & Co. LLC (“GS&Co.”), member FINRA/SIPC, and subsidiary of The Goldman Sachs Group, Inc. a worldwide, full-service investment banking, broker-dealer, asset management, and financial services organization. GS PFM does not provide legal, tax, or accounting advice. Clients should obtain their own independent legal, tax, or accounting advice based on their particular circumstances.