Kim joined Bailard in 1996. She received a BA in economics from Santa Clara University in 1995 and earned her Certified Financial Planner designation in 1999. As Director of Operations, Kim works on behalf of the Wealth Management team in numerous capacities including internal group operations, project management, compliance, strategic planning, budgeting, and hiring. She supports the team’s current initiatives while also helping to implement improvements that will drive future efficiency and growth. Additionally, Kim works with a group of private clients, where she develops their investment strategies, advises them on financial planning, and manages their accounts. Included among her cli

Kim Aquino
Senior Vice President
Bailard
United States, California, San Mateo
About Me
Profile Information
Senior Vice President
Bailard
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
San Mateo
California
United States
Aug 20, 2024
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