Senior Vice President and Chief Wealth Client Services Officer
Kim is responsible for setting client service standards, improving client experience, and leading all client-facing operations at Washington Trust Wealth Management. She also provides subject matter expertise, consulting, and thought leadership regarding tax, nonprofit organization, and employee benefit issues, and leads tax operations and tax, ERISA, and employee benefits compliance efforts for the Wealth Management Division.
Kim has more than 25 years of experience in employee benefits, tax, nonprofit, and regulatory compliance. She joined Washington Trust after 20 years at Partridge Snow & Hahn, where she had been a partner and created and led the firm’s ERISA and Employee Benefit and Tax practice groups, as well as leading the firm’s Charitable and Exempt Organizations practice group. Kim was a member of the inaugural class of the Providence Business News’ 40 Under 40 and was named Tax Attorney of the Year for 2018 by Best Lawyers.
Kim holds a Juris Doctor degree from Boston College Law School, a bachelor’s degree from Brown University and her L.L.M. in taxation from Boston University Law School.
A Rhode Island resident, Kim is involved with many nonprofit and community organizations, including director and past Chairman of Children’s Friend & Service.
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