Kim White, Qualified Retirement Plans Account Manager, is responsible for providing exceptional and continuous client service to all Corporate Plan Sponsors and their participants. In that role, Kim acts as liaison between the plan sponsors and vendors. Additionally, as the main driver for the RFP (Request for Proposal) process at Adirondack Financial Services, Kim manages, meets, and exceeds the requests of our current and new clients as well as our vendors through the entire proposal process. Kim is a key player for the Qualified Retirement Plans Team and also supports the Portfolio Management Team.
Before joining Adirondack Financial Services, Kim spent over 13 years in the Corporate Retirement Plan world at Bank of America. She also has prior experience in sales and management.
Kim earned an Associates Degree in Business Management from Utica School of Commerce. She also has her Life, Accident & Health Insurance license.
