Kyle Carlin Email & Phone Number
Wealth Management Advice and Solutions Strategy @ Edward Jones
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Kyle Carlin Location
- St. Louis, MO, US
Kyle Carlin Work
- 2021 -now Wealth Management Advice and Solutions Strategy @
- 2015 -2021 Managing Director, Head of Securities Based Lending @
- 2012 -2015 SVP, Director of Finance Decision Support Group @
- 2008 -2012 VP - Strategic Analysis Group @
- 2005 -2008 Investment Analyst @ NISA Investment Advisors
- 2002 -2005 Associate Analyst Equity Research @
- 1999 -2002 Senior Consultant Financial Services @ Arthur Andersen Business Consulting
Kyle Carlin Education
- University of Notre Dame
Bachelor of Business Administration (BBA)
1995-1999
Kyle Carlin Skills
- Portfolio Management
- Asset Managment
- Strategy
- Analysis
- Customer Service
- Business Analysis
- Finance
- Management
- Investments
- Financial Modeling
- Financial Analysis
- Business Development
- Series 7
Kyle Carlin Summary
- Kyle Carlin, based in St. Louis, MO, US, is currently a Wealth Management Advice and Solutions Strategy at Edward Jones. Kyle Carlin brings experience from previous roles at Wells Fargo Advisors, Wachovia Securities and NISA Investment Advisors. Kyle Carlin holds a 1995 - 1999 Bachelor of Business Administration (BBA) @ University of Notre Dame. With a robust skill set that includes Portfolio Management, Asset Managment, Strategy, Analysis, Customer Service and more. Kyle Carlin has 3 emails and 1 mobile phone numbers on RocketReach.
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