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
Self Directed Ira
PowerPoint
Accounting
Salesforce.com
IRAs
Health Savings Accounts
Cash Reporting
Market Research
Roth IRA
Financial Services
Account Reconciliation
Equity Research
Simple IRA
Microsoft Office
Bloomberg Terminal
SEP IRA
Microsoft Excel
Customer Service
Traditional IRA
Teamwork
Global Custody
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 Self Directed Ira, PowerPoint, Accounting, Salesforce.com, IRAs and more. Kyle Brownell has 1 emails and 2 mobile phone numbers on RocketReach.
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