Kyle Casserino Email & Phone Number
Vice President, Charitable Planning Consultant @ Fidelity Charitable®
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Kyle Casserino Location
- Boston, MA, US
Kyle Casserino Work
- 2019 - now Vice President, Charitable Planning Consultant @
- 2015 - 2019 Charitable Planning Associate II @
- 2015 - 2015 Fundraising Associate @
- 2013 - 2015 Senior Client Service Representative @
Kyle Casserino Education
- Roger Williams University
Bachelor's degree (Accounting and Finance)
2010 - 2013
Kyle Casserino Skills
- Portfolio Management
- Technical Analysis
- Fundamental Analysis
- Behavior Analysis
- Portfolio Development
- Portfolio Managers
- Investment Portfolio
- Investment Strategies
- Investment Selection
- Financial Markets
- International Accounting Standards
- Customer Service
- Financial Analysis
- Financial Modeling
- Investments
- Bloomberg Terminal
- ETFs
- Asset Allocation
- Economic Research
- Financial Services
- Public Speaking
- Leadership
- Finance
- Microsoft Excel
- Management
- Mutual Funds
- Microsoft Word
- Philanthropy
Kyle Casserino Summary
- Kyle Casserino, based in Boston, MA, US, is currently a Vice President, Charitable Planning Consultant at Fidelity Charitable. Kyle Casserino brings experience from previous roles at Fidelity Charitable. Kyle Casserino holds a 2010 - 2013 Bachelor's degree in Accounting and Finance @ Roger Williams University. With a robust skill set that includes Portfolio Management, Technical Analysis, Fundamental Analysis, Behavior Analysis, Portfolio Development and more. Kyle Casserino has 4 emails and 1 mobile phone numbers on RocketReach.
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