Kim Woodhall

Kim Woodhall has over 15 years’ experience working in the wealth management industry. She began her career at Merrill Lynch in the USA and then transferred to London 13 years ago. She has worked as a Client Services Manager at several financial planning and investment management businesses in the UK. She was also part of the project team at Vanguard who launched their Direct to Consumer online portal offering. In her most recent roles, she was Head of Client Services at Thomas Miller Wealth Management, and then Canaccord Genuity Wealth Planning after a business merger. She managed a Client Services team and was the project manager for the implementation of MiFID II regulatory changes within the business. She led the business integration of three merged Financial Planning businesses’ procedures, systems and training at Canaccord Genuity.
Kim recently joined CREALOGIX as Product Lead in the Wealth Management sector. In this new role, she will share her industry knowledge and experience with the product management team which will assist with shaping the future digital solutions at CREALOGIX for the wealth management sector.