Kyle Berthel Email & Phone Number
Vice President | Custom Wealth Specialist @ First Trust
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Kyle Berthel Location
- Wheaton, IL, US
Kyle Berthel Work
- Vice President | Custom Wealth Specialist @ (October 2022 - Present)
- ETF and SMA Specialist @ (May 2012 - October 2022)
Kyle Berthel Education
- University of Iowa
BA (Business Management)
2008-2012
Kyle Berthel Skills
- Alternative Investments
- Dinosaurs
- ETFs
- European History
- Financial Advisory
- Financial Analysis
- Financial Services
- Great Cook
- Investment Strategies
- Microsoft Office
- PowerPoint
- Separately Managed Accounts
- Series 66
- Series 7
- Wildlife Rehabilitation
- Project Management
- Marketing
- Microsoft Excel
- Business Analysis
Kyle Berthel Summary
- Kyle Berthel, based in Wheaton, IL, US, is currently a Vice President | Custom Wealth 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, Dinosaurs, ETFs, European History, Financial Advisory and more. Kyle Berthel has 2 emails and 2 mobile phone numbers on RocketReach.
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