Kim Holweger joined PRIMEVEST
in 1986 and currently serves as vice president and director
of operations. In that capacity she oversees client
support operations, clearing and customer service.
Kim has worked in a variety of positions throughout
her tenure at PRIMEVEST, focusing most specifically
on operations and client service. Her responsibilities
have included management of several departments including
Customer Service, Settlements, Government Reporting,
IRA, Online Services and Brokerage Operations Support.
She has also helped guide the firm's special projects,
quality assurance efforts and, recently assumed management
of PRIMEVEST's mutual funds, annuities, ACATs / conversions
and clearing functions.
Kim is qualified as a general securities representative (Series 7), as a general securities principal (Series 24), as a general municipal principal (Series 53) and as a uniformed securities agent (Series 63). She has also completed the Securities Industry Institute development program offered by the University of Pennsylvania's Wharton School. Kim received an Associate in Applied Science degree in Management from St. Cloud Technical College.
Kim can be reached by telephone at (800) 245-0467, Ext. 64370, or by e-mail at kim.holweger@primevest.net.
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