Barbara King
Client Specialist at Sequoia Financial Group
📍 Greater Cleveland, United States
With over 15 years of experience in the wealth management industry, Barbara King is a Client Specialist at Sequoia Financial Group. She has a background as a Client Service Specialist and Executive Assistant, holds a Series 6 license, and earned her Bachelor of Arts from Kent State University.
Outside of her financial career, Barbara is a passionate and Certified Yoga Instructor. She specializes in teaching vinyasa powerful flow yoga, demonstrating a strong commitment to wellness and mindfulness practices.
Barbara is a certified instructor of vinyasa powerful flow yoga.
Read the full overview →Experience
10 Years
Current Role
Client Specialist
Job Level
Junior
Location
Greater Cleveland, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Barbara cares about
Client Services
Her career has focused on client-facing roles in the wealth management industry for over 15 years, including her current position as a Client Specialist.
Wealth Management
She has built a long-standing career in this specific sector, working for firms like Sequoia Financial Group, Cirrus Wealth Management, and Dawson Wealth Management.
Career
Work history
8-2023
Client Specialist
Sequoia Financial Group
1-2015
Client Service Specialist
Cirrus Wealth Management
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
1982 - 1987
Bachelor of Arts - BA
Kent State University
2010
Certified Yoga Instructor
Awaken Yoga
Social presence
Other Sequoia Financial Group Employees
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