Kyle Bergstrom Email & Phone Number

VP – Senior Wealth Consultant | Schwab Private Wealth Services @ Charles Schwab

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Kyle Bergstrom Location

Newport Beach, CA, US

Kyle Bergstrom Work

2024 - now VP – Senior Wealth Consultant | Schwab Private Wealth Services @ Charles Schwab
2022 - 2024 VP- Assistant Branch Manager @ Charles Schwab
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2019 - 2022 VP- Financial Consultant @ Charles Schwab
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2016 - 2019 Financial Consultant @ Charles Schwab
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2015 - 2016 Associate Agent @ Redfin
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2007 - 2016 Real Estate Analyst and Acquisitions @ Bergstrom Development
2015 - 2015 Financial Analyst @ Hoag Health System
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2014 - 2015 Staff Accountant @ CBIZ CPAs P.C.
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2014 - 2014 Staff Tax Accountant @ Nienow & Tierney, LLP
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2012 - 2014 Manager @ Gamez On Wheelz

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Kyle Bergstrom Education

Biola University
Bachelor of Business Administration (B.B.A.) (Accounting and Finance)
2010 - 2014

Kyle Bergstrom Skills

Leadership
Auditing
Team Building

PowerPoint
Social Media
Public Speaking
Accounting
Sales
Event Planning
Photoshop

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Kyle Bergstrom Summary

Kyle Bergstrom, based in Newport Beach, CA, US, is currently a VP – Senior Wealth Consultant | Schwab Private Wealth Services at Charles Schwab. Kyle Bergstrom brings experience from previous roles at Charles Schwab and Redfin. Kyle Bergstrom holds a 2010 - 2014 Bachelor of Business Administration (B.B.A.) in Accounting and Finance @ Biola University. With a robust skill set that includes Leadership, Auditing, Team Building, PowerPoint, Social Media and more. Kyle Bergstrom has 3 emails and 2 mobile phone numbers on RocketReach.

Kyle Bergstrom Emails

Found 3 emails

Kyle Bergstrom Phone Numbers

Found 4 phone numbers

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Kyle Bergstrom

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