Kyle Berthel Email & Phone Number
Vice President | Direct Indexing Specialist @ First Trust
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Kyle Berthel Location
- Wheaton, IL, US
Kyle Berthel Work
- 2022 -now Vice President | Direct Indexing Specialist @
- 2012 -2022 ETF and SMA Specialist @
Kyle Berthel Education
- University of Iowa
BA (Business Management)
2008-2012
Kyle Berthel Skills
- Alternative Investments
- Microsoft Office
- Financial Advisory
- European History
- Investment Strategies
- Project Management
- ETFs
- Great Cook
- PowerPoint
- Marketing
- Separately Managed Accounts
- Microsoft Excel
- Business Analysis
- Dinosaurs
- Series 66
- Financial Analysis
- Financial Services
- Wildlife Rehabilitation
- Series 7
Kyle Berthel Summary
- Kyle Berthel, based in Wheaton, IL, US, is currently a Vice President | Direct Indexing Specialist at First Trust. Kyle Berthel brings experience from previous roles at First Trust. Kyle Berthel holds a 2008 - 2012 BA in Business Management @ University of Iowa. With a robust skill set that includes Alternative Investments, Microsoft Office, Financial Advisory, European History, Investment Strategies and more. Kyle Berthel has 2 emails and 2 mobile phone numbers on RocketReach.
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