Kimberly Nelson, Assistant Vice President of Operations

Kimberly joined SNW Asset Management in March 2008. A 15-year veteran in asset management operations, she brings extensive experience in her role as a senior portfolio administrator. She is responsible for portfolio accounting, client onboarding, client reporting, and billing. Kim partners with portfolio management, sales and marketing, and external consultants to maintain data integrity across multiple applications.

Prior to joining SNW Asset Management, Kim worked at Safeco Insurance for 25 years, with 8 years at Safeco Investments. As a senior operations analyst, she was responsible for trade operations for fixed-income assets totaling $8.1 billion (AUM). She was instrumental in implementing and maintaining vendor applications that supported reporting and analytics for fixed income portfolio management.

Contact Kimberly at knelson@snwsc.com.