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 @
- 2022 -2024 VP- Assistant Branch Manager @
- 2019 -2022 VP- Financial Consultant @
- 2016 -2019 Financial Consultant @
- 2015 -2016 Associate Agent @
- 2007 -2016 Real Estate Analyst and Acquisitions @ Bergstrom Development
- 2015 -2015 Financial Analyst @
- 2014 -2015 Staff Accountant @
- 2014 -2014 Staff Tax Accountant @
- 2012 -2014 Manager @ Gamez On Wheelz
- 2011 -2012 Sales Representitive @
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
- Tax
- Finance
- Microsoft Office
- Microsoft Word
- Real Estate
- Microsoft Excel
- Social Networking
- Nonprofits
- Customer Service
- Social Media Marketing
- QuickBooks
- Teamwork
- Management
- Financial Statements
- Research
- Access
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 3 mobile phone numbers on RocketReach.
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