Kim Guimond Dellarocca is a Director for Pershing, a BNY Mellon company, where she is global head of Segment Marketing and Practice Management. In her role, Ms. Dellarocca is responsible for the strategic marketing and practice management plan development for Pershing’s broker-dealer, advisor and hedge fund business units. This includes the development marketing and practice management programs built to help bring customers to Pershing, and to help those already with Pershing to manage and grow their businesses more effectively.
Prior to joining Pershing in 2005, Ms. Dellarocca spent nearly 10 years at Fidelity Investments, where she managed segment marketing programs for the retail, 401(k) and registered investment advisor (RIA) businesses. Before Fidelity, she held marketing positions at Standard & Poor’s and Thomson Financial Services.
Ms. Dellarocca earned a Bachelor of Arts degree in Management from Emmanuel College and a Master of Business Administration degree from Boston University. She is currently a CFP candidate with Boston University. Ms. Dellarocca graduated from the Securities Industry Institute® program, sponsored by the Securities Industry and Financial Markets Association, at the Wharton School of the University of Pennsylvania. She is invited to speak nationwide and her views have been featured in Financial Planning magazine, Investment Advisor, InvestmentNews, Registered Rep, USA Today and The Wall Street Journal.