Kimberly Mueller
Director of Operations - Dsp Team at Moneta at Moneta
Based in United States
7-day free trial · no credit card
Seniority
Director
Department
Operations
Location
United States
Industry
Financial Services
Company size
678
Contact information
Reveal Kimberly's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
k•••••••@monetagroup.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Kimberly Mueller
Kim Mueller is a Senior Advisor on the Diederich Simmons Perez team at Moneta. Moneta is the 7th largest registered investment advisor (RIA) in the U.S, managing $18.5 billion in total assets under management (AUM). A long-time St. Louis investment advisor firm, we provide fiduciary financial planning and advisory services for families in every stage of the wealth life cycle, as well as businesses and institutions. Moneta is one firm with many solutions, empowering our clients to navigate important life decisions and protect what they cherish.Our clients range from young, high earners on track to building lasting wealth, to ultra-high net worth clients with complex multi-generation financial legacies. We also act as a consultative, fiduciary partner for businesses and institutions, looking for counsel on implementing their retirement and pension plan solutions. We are committed to act in the best interest of all of our clients–always. Providing exceptional service to our clients requires having exceptional people to serve them. Moneta attracts some of the best and brightest, and we are committed to continuing that trend. Our proprietary training platform, Moneta University, provides career spanning, professional development. Our approach attracts people that want to continually improve themselves and it shows. In 2018, Moneta was named to the “Best Places to Work” list by the St. Louis Business Journal, the St. Louis Post-Dispatch and Investment News.
Decision-makers
Other people at Moneta
- LFManager
Leigh-Anne Feldker
Senior Client Service Manager · Customer/Client Service
- RMManager
Ryan Martin
Senior Advisor, Cfp · Finance & Accounting
- RHC-Team
Robert Hehmeyer
Partner · General Business & Management
- BODirector
Bill Otto
Director of IT · Information Technology
- ASStaff
Alex Spangler
Wealth Management Intern · Finance & Accounting
Build a list of verified contacts at Moneta
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Kimberly
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime