CRM and Data Reporting Analyst
Operations & Administration
Kim joined Brightworth in 2020 as the CRM and Data Reporting Analyst. Her responsibilities include managing the firm-wide CRM (Customer Relationship Management tool) efforts as well as facilitating the capture and creation of business reports that help the firm make fact-based decisions.
Prior to joining Brightworth, Kim spent over 16 years at a large financial planning and investment management firm based in Atlanta in the areas of Client Service and Operations. Her most recent role included managing the CRM, providing leadership/training to Client Service Associates and assisting with the implementation of various firm-wide initiatives. Kim has a Bachelor of Science degree in Biology from Arizona State University and a Master of Art degree in Clinical Psychology from Azusa Pacific University.
Kim resides in Woodstock with her husband and three children. In her free time, she can usually be found cheering her children on at their various sports/activities. Kim and her family are also active members of Woodstock City Church.