Kim Cleveland

Kim began her career in finance in 2000 at Trustco Bank, where she led a full-service team as a branch manager for over six years. Her ability to resolve her client’s financial needs earned her rapid advancement through the organization, taking on assignments at multiple corporate locations, each with greater managerial responsibilities and challenges. Prior to starting her career in finance at Trustco, Kim had extensive experience in the fields of Management & Training, Customer Service and Sales.

Kim joined the team at Arista Wealth Advisors in July of 2007 as a Client Service Associate, where she offers our clients exemplary knowledge of the banking industry, customer service skills and problem solving abilities. Kim’s major area of expertise is the coordination and reconciliation of all aspects related to client support including new accounts, account transfers, account maintenance, account funding/distribution, trading, cost basis, performance reporting and financial planning and investment research.