Kim Merriman has almost 20 years of sales & industry experience working with advisors, RIAs and Asset Managers. Prior to her current role, Kim served as a Vice President of Business Development for Goldman Sachs Advisor Solutions. She has held several other positions in her career including Co-Founder of A3 Financial Investments, Client Advisor at J.P. Morgan’s Private Bank, and Financial Investment Professional within the Private Wealth Management Division of Goldman Sachs. Kim excels at creating long lasting partnerships with firms allowing for firms to focus on growth acceleration, technology efficiency and deepening their practice management to name just a few. Kim received a Juris Doctorate from New York Law School and a B.S. in Pre-Law with a minor in Sociology from The Pennsylvania State University. Kim resides in Colorado with her husband and two dogs and is a passionate yoga teacher in her free time.
Kimberly Merriman
