Kyle Casella's Location
New York, NY, US
Kyle Casella's Work
- Director, Financial Consulting @ TIAA
- Wealth Management Advisor @ TIAA
- Investment Consultant @ TD Ameritrade
Kyle Casella's Education
- University of Delaware - Lerner College of Business and Economics
Bachelor of Science (Major: Finance, Minor: Economics)
Kyle Casella's Skills
- Series 7
- Series 66
- Investment Advisory
- Investment Strategies
- Mutual Funds
- Bonds
- IRA's
- Sales
- Salesforce.com
- Sales Presentations
Kyle Casella's Summary
Kyle Casella, based in New York, NY, US, is currently a Director, Financial Consulting at TIAA, bringing experience from previous roles at TIAA, TD Ameritrade and MetLife. Kyle Casella holds a Bachelor of Science in Major: Finance, Minor: Economics @ University of Delaware - Lerner College of Business and Economics. With a robust skill set that includes Series 7, Series 66, Investment Advisory, Investment Strategies, Mutual Funds and more, Kyle Casella contributes valuable insights to the industry. Kyle Casella has 4 emails and 1 mobile phone number on RocketReach.
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