Kyle Fellers Email & Phone Number
Portfolio Manager and Relationship Manager @ Carlson Investments
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Kyle Fellers Location
- Bedford, NH, US
Kyle Fellers Work
- 2016 -now Portfolio Manager and Relationship Manager @
- 2013 -2016 Portfolio Specialist @
- 2007 -2013 Retirement Relationship Manager @
- 2005 -2007 Senior Retirement Investment Representative @
- 2001 -2005 Investment Representative @
Kyle Fellers Education
- Merrimack College
(Certified Financial Planning Designation)
2005-2007 - University of New Hampshire
Bachelor’s Degree (American History (United States))
1993-1998 - Cardigan Mountain School 1987-1990
- New Hampton School
Kyle Fellers Skills
- Wealth Management
- Investments
- Finance
- Asset Allocation
- Portfolio Management
- Mutual Funds
- Retirement
Kyle Fellers Summary
- Kyle Fellers, based in Bedford, NH, US, is currently a Portfolio Manager and Relationship Manager at DL Carlson Investment Group, Inc.. Kyle Fellers brings experience from previous roles at Fidelity Investments. Kyle Fellers holds a 2005 - 2007 Merrimack College. With a robust skill set that includes Wealth Management, Investments, Finance, Asset Allocation, Portfolio Management and more. Kyle Fellers has 2 emails and 1 mobile phone numbers on RocketReach.
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