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Kimberly Harkins

Kimberly Harkins

Personal Assistant

Provide general administrative support to advisors in a financial service setting.  Communicate with clients and respond to customer requests regarding basic information on policies and accounts.  Schedule and confirm appointments for clients and prospects.

I have worked with Michael Rothberg and other advisors in this position for over 10 years.  I have experience and knowledge of the financial services industry and look forward to assisting you.