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This profile was last updated on 12/5/2016 and contains contributions from the  Zoominfo Community.

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Karly Zimmerman

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I agree to the Terms of Service and Privacy Policy. I understand that I will receive a subscription to ZoomInfo Community Edition at no charge in exchange for downloading and installing the ZoomInfo Contact Contributor utility which, among other features, involves sharing my business contacts as well as headers and signature blocks from emails that I receive.

Background Information

Employment History

Accounts Payable

University of Minnesota


Affiliations

Marks Group Wealth Management

Wealth Advisor


Education

degree

Economics

University of Minnesota


Web References(6 Total References)


Karly Zimmerman - Marks Group

marksgroup.com [cached]

Karly Zimmerman
Wealth Advisor Karly Zimmerman Part marketing maven, part new business builder, and part client relationship manager; Karly plays a unique role within our firm. As a Jacqueline of all trades, she's involved in most everything you see or hear about Marks Group. When Karly is not advising clients, she's creating financial plans, designing billboards, developing marketing campaigns, or coordinating the next client appreciation event. Karly has a genuine interest in helping others succeed. Beyond helping her clients meet their goals, she's our go-to problem solver and has unofficially taken on the role of Chief Technology Officer. Karly graduated from the University of Minnesota with a degree in Economics. A self-proclaimed foodie, she loves visiting new restaurants and enjoys creating her own signature dishes. When she's not pleasing her palate, you can find her kickboxing, hosting friends and family or planning future travels. Karly enjoys immersing herself in different cultures-especially ones where food, fashion and finance collide.


Why Marks Group - Marks Group

marksgroup.com [cached]

Karly Zimmerman
Karly Zimmerman Wealth Advisor


Karly Zimmerman - Marks Group

marksgroup.com [cached]

Karly Zimmerman
Wealth Advisor Karly Zimmerman Part marketing maven, part new business builder and part client relationship manager; Karly plays a unique role within our firm. As a Jacqueline of all trades, Karly is a versatile member of our team who manages anything from our marketing campaigns to various client relationships. A Bloomington native, Karly graduated from the University of Minnesota with a degree in Economics. A self-proclaimed foodie, Karly loves visiting new restaurants across the Twin Cities. But, that isn't to say she's just a customer; Karly also loves to create her own signature dishes and recipes. When she's not pleasing her palate, Karly is a bit of a fashionista as well. In fact, she's still crossing her fingers that "Vogue" will start covering financial news someday.


Why Marks Group - Marks Group

marksgroup.com [cached]

Karly Zimmerman
Karly Zimmerman Wealth Advisor


The Marks GroupMarks Group Wealth Management - Our Team

marksgroup.com [cached]

Karly Zimmerman
Karly Zimmerman | Investment Advisor Representative Part marketing maven, part new business builder and part client relationship manager; Karly plays a unique role within our firm. As a Jacqueline of all trades, Karly is a versatile member of our team who manages anything from our marketing campaigns to various client relationships. A Bloomington native, Karly graduated from the University of Minnesota with a degree in Economics. A self-proclaimed foodie, Karly loves visiting new restaurants across the Twin Cities. But, that isn't to say she's just a customer; Karly also loves to create her own signature dishes and recipes. When she's not pleasing her palate, Karly is a bit of a fashionista as well. In fact, she's still crossing her fingers that "Vogue" will start covering financial news someday.


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