Samantha Kim

Samantha Kim, who is currently a Financial Services Consultant working on a freelance basis, has a diverse and extensive background in the financial services industry. Here are some key points about her:

Experience

• She has held various senior roles at several financial institutions. Most recently, she was the Principal at Montage Capital from September 2022 to October 2023.1
• Prior to that, she worked at Avidbank in multiple capacities, including VP-Relationship Manager, Team Leader, VP-Relationship Manager and Credit Analyst Manager, and VP-Portfolio Manager, from September 2017 to September 2022.1
• She also worked at East West Bank as a VP-Relationship Manager from September 2014 to September 2017, managing a portfolio of closely held, VC, and PE-backed companies.1
• Earlier in her career, she was an Associate at Silicon Valley Bank from May 2010 to September 2014, where she was involved in various roles including credit underwriting, portfolio management, and business consulting.1

Education

• Samantha Kim holds a BA in Recreation & Business from the University of Waterloo, which she completed from 2000 to 2004.1

Early Life and Work Ethic

• She immigrated to Canada from Vietnam at the age of seven and has a strong commitment to maintaining her cultural identity while embracing Canadian culture.1
• She has a history of working multiple part-time jobs and volunteering, reflecting her hardworking and enthusiastic nature.1

Current Role

• As a Financial Services Consultant on a freelance basis, she advises and connects businesses with the right capital partners and financial service providers.1

This profile highlights her extensive experience in relationship management, portfolio management, and financial advisory services within the financial sector.