Kyle Casserino Email & Phone Number
Vice President, Charitable Planning Consultant @ Fidelity Charitable®
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Kyle Casserino Location
- Boston, MA, US
Kyle Casserino Work
- Vice President, Charitable Planning Consultant @ (April 2019 - Present)
- Charitable Planning Associate II @ (September 2015 - April 2019)
- Fundraising Associate @ (February 2015 - September 2015)
- Senior Client Service Representative @ (June 2013 - February 2015)
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.
Looking for a different Kyle Casserino?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co