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Kimberly Turbes (Huynh) has a wealth of experience in the financial industry, with roles as a client service manager and senior client service associate. Kimberly has worked at companies such as Tolleson Wealth Management, Meritage Portfolio Management, and Rothschild Investment Corporation. Kimberly is also skilled in Microsoft Office, Excel, Word, Advent/AXYS reporting system, and Net X360. Kimberly holds a Series 7 Registered certification and a BA in Psychology from the University of Iowa.