Kimberly T. Moore
Client Relationship Manager, Insurance Specialist, & Notary
Kimberly T. Moore (Kim) joined Stein Wealth Advisors in April 2013 as Office Manager. In January, 2014 she became a licensed PA Insurance Producer, and in June, 2014 she was promoted to the position of Client Relationship Manager and became a licensed Notary. Her responsibilities include providing in-depth client relationship support, including coordinating prompt responses to requests and facilitating effective and superior overall communication with clients.
Kim came to Stein Wealth Advisors with a strong background in consumer loan and credit risk operations. She worked for three years as a Risk Analyst for the Home Equity Department of PNC, Pittsburgh, PA and before that was a Risk Analyst for the Credit Card Department of Mellon Bank, Pittsburgh, PA for four years. In both positions, she worked with three main credit bureaus to develop selection criteria and follow-up tracking for credit offer mailing lists.
Kim holds a Bachelor of Science Degree in Business Administration and Management from California University of Pennsylvania. She is a native of Houston, PA and currently resides in Peters Township, PA. In her personal time, you will most likely see her on different sports fields cheering for Ryan and Lauren, her two children. Kim also enjoys playing tennis, platform tennis (paddle ball), reading and walks on the Montour Trail.