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
- 2026 -now Director of Project Management and New Business @
- 2023 -now Associate Wealth Management Advisor @
- 2023 -2025 Director of Business Development and Communications @
- 2018 -2022 Associate Financial Representative @
- 2016 -2018 Accounting Team Supervisor @ Midland IRA & 1031
- 2014 -2015 Accounting Associate @ Midland IRA & 1031
- 2014 -2014 Senior Client Service Associate @
- 2012 -2013 Asset Manager Reconciliation Associate @
- 2011 -2012 Operations Analyst @
- 2011 -2011 Intern @ Russell, Blanchard, and Dubois a Financial Advisory Practice of Ameriprise Finan
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 Northwestern Mutual, Small World Wealth Management 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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