Kyle Fitzpatrick Location
King of Prussia, PA, US
Kyle Fitzpatrick Work
- 2021 - now Vice President, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
- 2005 - now U.S. Naval Officer @ U.S. Navy Reserve
- 2016 - 2021 Vice President, Financial Consultant @ BB&T
- 2014 - 2016 Vice President, Senior Financial Consultant @ National Penn Investment Services
- 2013 - 2014 Financial Advisor @ Financial Services Company
Kyle Fitzpatrick Education
- Naval War College
Master of Science (M.S.) (National Security and Strategic Studies (Enterprise Strategic Planning))
2014 - 2018 - Penn State University
Graduate Certificate (Enterprise Architecture)
2016 - 2017 - fi360 | Global Fiduciary Insights
Chartered Retirement Planning Counselor (CRPC®) (Accredited Investment Fiduciary® (AIF®))
- College for Financial Planning
- College for Financial Planning
(Accredited Wealth Management Advisor℠ (AWMA®))
- University of Scranton
Bachelor of Science (BS) (Political Science and Government)
Kyle Fitzpatrick Skills
- Insurance
- Retirement Planning
- Asset Allocation
- Financial Planning
- Estate Planning
- Wealth Management
- Microsoft Office
- Financial Modeling
- Business Development
- Public Speaking
Kyle Fitzpatrick Summary
Kyle Fitzpatrick, based in King of Prussia, PA, US, is currently a U.S. Naval Officer at US Navy Reserve. Kyle Fitzpatrick brings experience from previous roles at Truist Wealth, BB&T, National Penn Investment Services and Ameriprise Financial Services, Inc.. Kyle Fitzpatrick holds a 2014 - 2018 Master of Science (M.S.) in National Security and Strategic Studies (Enterprise Strategic Planning) @ Naval War College. With a robust skill set that includes Insurance, Retirement Planning, Asset Allocation, Financial Planning, Estate Planning and more. Kyle Fitzpatrick has 3 emails on RocketReach.
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