Kyle Bowen Email & Phone Number
Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
5 free lookup(s).
Kyle Bowen Location
- Dallas, TX, US
Kyle Bowen Work
- 2023 - now Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @
- 2011 - 2023 Senior Vice President Investments at BOKF Private Wealth @
- 2006 - 2011 Senior Vice President @
- 2002 - 2006 Assistant Vice President @
- 2001 - 2002 Sales Representative @
Kyle Bowen Education
- The University of Kansas
BS (Communications)
1997 - 2001
Kyle Bowen Skills
- Asset Management
- Accounting
- Budgets
- Business Strategy
- Finance
- Financial Analysis
- Investments
- Leadership
- Management
- Marketing
- New Business Development
- Portfolio Management
- Sales
- Series 63
- Series 7
- Strategic Planning
- Strategy
- Team Management
- Wealth Management
- Training
- Banking
- Financial Services
- Microsoft Office
- Budgeting
- Customer Service
Kyle Bowen Summary
- Kyle Bowen, based in Dallas, TX, US, is currently a Managing Director, Financial Advisor, Truist Investment Services, Inc., Truist Wealth at Truist Wealth. Kyle Bowen brings experience from previous roles at Bank of Texas, Newbridge Securities Corporation, Wells Fargo and Newell Brands. Kyle Bowen holds a 1997 - 2001 BS in Communications @ The University of Kansas. With a robust skill set that includes Asset Management, Accounting, Budgets, Business Strategy, Finance and more. Kyle Bowen has 2 emails and 2 mobile phone numbers on RocketReach.
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