Kyle Brownell Email & Phone Number
Director of Project Management and New Business @ Small World Wealth Management
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Kyle Brownell Location
- Fort Myers, FL, US
Kyle Brownell Work
- Director of Project Management and New Business @ (January 2026 - Present)
- Director of Business Development and Communications @ (January 2023 - December 2025)
- Associate Wealth Management Advisor @ (January 2023 - Present)
- Associate Financial Representative @ (January 2018 - December 2022)
- Accounting Team Supervisor @ Midland IRA & 1031 (January 2016 - January 2018)
- Accounting Associate @ Midland IRA & 1031 (August 2014 - December 2015)
- Senior Client Service Associate @ (January 2014 - August 2014)
- Asset Manager Reconciliation Associate @ (October 2012 - December 2013)
- Operations Analyst @ (July 2011 - September 2012)
- Intern @ Russell, Blanchard, and Dubois a Financial Advisory Practice of Ameriprise Finan (January 2011 - May 2011)
Kyle Brownell Education
- Saint Michael's College
Bachelor's of Science (Business Administration)
2007-2011
Kyle Brownell Skills
- Account Reconciliation
- Accounting
- Analytical Skills
- Bloomberg Terminal
- Business Development
- Business Operations
- Business Process Management
- CRM Databases
- CRM Integration
- Cash Reporting
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Demand Generation
- Disability Insurance
- Equity Research
- Finance
- Financial Services
- Global Custody
- Health Savings Accounts
- IRAs
- Insurance
- KPI Reporting
- Key Metrics
- Key Performance Indicators
- Lead Generation
- Life Insurance
- Long Term Care Insurance
- Market Research
- Microsoft Excel
- Microsoft Office
- Operational Excellence
- Operations
- Operations Management
- PowerPoint
- Problem Solving
- Project Management
- Roth IRA
- SEP IRA
- Sales Analysis
- Sales Enablement
- Sales Operations
- Sales Processes
- Sales Project Management
- Salesforce.com
- Self Directed IRA
- Simple IRA
- Slide Decks
- Social Media
- Social Media Outreach
- Strategic Thinking
- Strategy
- Teamwork
- Traditional IRA
Kyle Brownell Summary
- Kyle Brownell, based in Fort Myers, FL, US, is currently a Director of Project Management and New Business at Small World Wealth Management. Kyle Brownell brings experience from previous roles at Small World Wealth Management, Northwestern Mutual and Midland IRA & 1031. Kyle Brownell holds a 2007 - 2011 Bachelor's of Science in Business Administration @ Saint Michael's College. With a robust skill set that includes Account Reconciliation, Accounting, Analytical Skills, Bloomberg Terminal, Business Development and more. Kyle Brownell has 1 emails and 2 mobile phone numbers on RocketReach.
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Top Small World Wealth Management Employees
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Private Wealth Growth Officer-Director of Sales
North Port, FL, US
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Poughkeepsie, NY, US
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Chicago, IL, US
Kyle Brownell
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Fort Myers, FL, US
Ronald Watkins
Chief Financial Officer
Lagrangeville, NY, US
Joshua Weinerman
Lead Advisor, Wealth Management
Poughkeepsie, NY, US
Noemi Perez
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Connor Freeman
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Jack Waldron
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