VIP Biography for
Kim Diane Wooden, CPA, MBA
 | Kim Diane Wooden, CPA, MBA |
| Industry | Finance |
| Title | Franchise Owner/Personal and Business Advisor |
| Expertise | Business consulting, planning for executives, retirement planning for families and individuals; public speaking; CPA designation 1986 |
| Current Organization | American Express Financial Advisors Inc. |
| Type of Organization | Consulting |
| Major Product | Stocks, bonds mutual funds, retirement plans, financial planning, retirement planning, insurance planning |
| Area of Distribution | South Bend, Indiana |
| University/Degree | B.S. with Honors, Commerce and Accountancy, DePaul University, Illinois; M.B.A., Indiana University at South Bend |
| Born | October 17, 1956, Chicago, Illinois |
| Honors & Awards | Presidents Recognition Award, 1999, 2000 (Quality of Advice); Advanced Advisor Group, 2000; Who’s Who Among Students in American Universities and Colleges |
| Affiliations | A.I.C.P.A.; Illinois CPA Society; N.A.S.D.; Chamber of Commerce-Ambassador; Adjunct Business and Accounting Professor, Indiana University at South Bend |
| Hobbies & Sports | Singing, Cocker Spaniels, music, gardening, beach-time, news junkie |
| Career Accomplishments | Her interest in helping people with their finances, her background in investments and her several years of teaching experience, makes her position at American Express Financial Advisors a logical career choice as it combines two of her passions into one; she is able to communicate a complicated topic to her clients as they work toward their financial goals |
| Work History | 1985-87, Skil Power Tools (a Division of Emerson Electric), Financial Analyst; 1987-99, 1st Source Bank, South Bend, Indiana, Accounting Dept. 1987-90, Trust Dept. 1990-99 |
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