Kim L.
About Kim L.
Kim L. is an Equity Portfolio Data Specialist at Dodge & Cox in San Francisco with over 15 years of experience at FactSet Research Systems, Inc. She has also served as Vice Chair on the Board of Directors at Mission Hospice and interned at UBS Wealth Management and 9News.
Equity Portfolio Data Specialist at Dodge & Cox
Kim L. currently serves as an Equity Portfolio Data Specialist at Dodge & Cox in San Francisco. Kim joined the firm in August 2019. In this role, Kim is responsible for handling and analyzing equity portfolio data to aid in investment decisions. The position leverages Kim's extensive background in finance and data analysis to contribute to the firm's portfolio management strategies.
Extensive Experience at FactSet Research Systems, Inc.
Kim L. held various roles at FactSet Research Systems, Inc. for over 15 years in the San Francisco Bay Area. Starting as a Consultant in 2004, Kim transitioned to VP, Sales, and later served as VP, Regional Consulting Director, from 2008 to 2013. Kim also worked in a sales role from 2005 to 2008. These positions involved overseeing regional sales operations and consulting on financial data solutions, demonstrating a diverse skill set in sales management and financial consulting.
Finance Degree from University of Colorado Boulder - Leeds School of Business
Kim L. completed a B.S. in Finance at the University of Colorado Boulder - Leeds School of Business, studying from 2000 to 2004. The education provided a solid foundation in finance, preparing Kim for a successful career in the financial services industry. Coursework likely included financial analysis, investment strategies, and corporate finance, equipping Kim with the knowledge needed for subsequent roles.
Board of Directors Role at Mission Hospice
Kim L. served as Vice Chair on the Board of Directors at Mission Hospice from 2010 to 2014 in San Mateo, California. During this period, Kim contributed to governance and strategic oversight for the organization. This role involved participating in board meetings, supporting fundraising activities, and helping to guide the organization's mission and services.
Early Career Internships
Kim L. gained early career experience through internships at 9News and UBS Wealth Management. From 2002 to 2003, Kim interned in Community Relations at 9News, engaging with community initiatives and communications. In 2003, Kim interned for four months at UBS Wealth Management, where Kim likely assisted with financial planning and client services, further building foundational knowledge in the financial sector.