Kim Kaess
About Kim Kaess
Kim Kaess is a Trust Officer at SEI with over 30 years of experience in the financial services industry, including senior roles at Wells Fargo.
Current Position at SEI
Kim Kaess is currently employed as a Trust Officer at SEI. She has been holding this position since June 2015. In her role, she leverages her extensive experience in financial services to manage trust-related responsibilities and provide expertise to clients.
Previous Roles at Wells Fargo
Kim Kaess spent a notable portion of her career at Wells Fargo, where she held several senior roles over more than two decades. From 1989 to 2012, she served as Senior Investment Manager, Vice President. She then transitioned to the position of Vice President, Wealth Portfolio Manager, from 1997 to 2009. Additionally, she was a Senior Investment Strategist, Vice President, from 2012 to 2015.
Education at The American College
Kim Kaess completed a specialized program at The American College between 2014 and 2015. This additional education complements her extensive professional experience in the financial services industry, highlighting her commitment to ongoing learning and professional development.
MBA from Rowan University
Kim Kaess earned her Master of Business Administration (MBA) from Rowan University, where she studied from 2001 to 2003. This advanced degree has equipped her with a strong foundation in business management, which she applies to her current role and past positions.
Over 30 Years of Experience
With over 30 years of experience in the financial services industry, Kim Kaess has developed a deep understanding of investment strategies, portfolio management, and trust services. Her extensive career includes significant time at Wells Fargo and SEI, illustrating her expertise and dedication to the field.