Westfield, New Jersey-based Round Table Wealth Management has appointed Kimberly Sharp as its managing director, head of wealth services.
Sharp has worked for more than two decades in business management and consulting.
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Referring to Sharp, Round Table Wealth Management partner and wealth adviser Mariella Foley said: “Her presence will help solidify our primary objective of operational excellence, while continuing to reflect our commitment and our ongoing support of professional women and their unique needs in financial services.”
Sharp previously served as the president of a business coaching and consulting firm.
Earlier, she also worked at The Livingston Community Foundation, David Turner Companies, and Southern Lifestyle Development as well as with private clients.
Round Table Wealth Management founder and CEO Steven Giacona said: “Kimberly’s experience owning a successful family management practice will greatly contribute to Round Table’s growth and ensure that she will treat our clients like family, something we pride ourselves on.
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By GlobalData“Her ability and passion for helping entrepreneurs and their teams excel assures that she will be as committed to excellence as we are. Round Table is always striving to exceed client expectations with our services and strategic abilities.”
Round Table Wealth Management has operations in New York City, Westfield, Boca Raton, and Bend.
The business had more than $1bn in assets under management at the end of December 2019.
