Kimberly Fullerton, CPA

Agency CFO

Professional Overview

Kimberly Fullerton is an experienced finance professional with over 20 years of expertise in the insurance industry. As the Chief Financial Officer at Beimdiek Insurance Agency, Inc. and AssuredPartners, she is responsible for overseeing all financial operations, including budgeting, forecasting, reporting, and strategic financial planning.

Experience Summary

Current Role

Kimberly has served as the Agency CFO at Beimdiek Insurance Agency, Inc. and AssuredPartners since 1998. In this role, she is responsible for managing the financial health and performance of the organization, ensuring accurate and timely reporting, and collaborating with the executive team to drive strategic decision-making. Kimberly's strong leadership and financial acumen have been instrumental in supporting the agency's growth and profitability.

Career Progression

Prior to her current role, Kimberly held positions as an Accountant at Carmar Group, Inc. and a Clerical Assistant at Carthage Radiologists. Her diverse background and progressive career path have equipped her with a well-rounded understanding of the insurance industry and the ability to navigate complex financial challenges.

Academic Background

Kimberly holds a Bachelor's degree in Accounting from a reputable university. She is a Certified Public Accountant (CPA), demonstrating her commitment to professional development and expertise in financial management.

Areas of Expertise

Financial planning and analysis

Budgeting and forecasting

Financial reporting and compliance

Risk management

Strategic decision-making

Insurance industry operations

Professional Impact

Throughout her career, Kimberly has played a pivotal role in enhancing the financial stability and performance of the organizations she has served. Her strategic financial guidance and prudent decision-making have contributed to the success of Beimdiek Insurance Agency, Inc. and AssuredPartners, positioning them for continued growth and profitability.

Conclusion

Kimberly Fullerton is a seasoned finance professional with a proven track record of success in the insurance industry. Her strong technical skills, industry expertise, and strategic leadership make her a valuable asset to the organizations she serves. Kimberly is committed to driving financial excellence and contributing to the long-term success of the agencies she represents.