Alex Kim, CFP®, MBA, CPA in

Alex Kim, CFP®, MBA, CPA

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Financial Planning Specialist at MMBB Financial Services
📍 United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
36 Years
Current Role
Financial Planning Specialist
Job Level
Junior
Location
United States
Personality Overview

How Alex shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Alex cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

2019
Financial Planning Specialist
MMBB Financial Services
2017 - 2018
Senior Private Client Advisor
Gerstein Fisher
2010 - 2016
Vice President, Private Client Group - Senior Financial Consultant
Fidelity Investments
2007 - 2010
Financial Advisor
Merrill Lynch
2002 - 2007
Financial Advisor
UBS
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Master of Business Administration (M.B.A.)
Columbia University
Bachelor of Business Administration - BBA
Pace University - Lubin School of Business
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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