Kyle Fitzpatrick Email & Phone Number
Vice President, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
Kyle Fitzpatrick's Location
King of Prussia, PA, US
Kyle Fitzpatrick's Work
- Vice President, Financial Advisor, Truist Investment Services, Inc., Truist Wealth @ Truist Wealth
- U.S. Naval Officer @ U.S. Navy Reserve
- Vice President, Financial Consultant @ BB&T
- Vice President, Senior Financial Consultant @ National Penn Investment Services
- Financial Advisor @ Financial Services Company
Kyle Fitzpatrick's 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 - College for Financial Planning
Chartered Retirement Planning Counselor (CRPC®)
- College for Financial Planning
(Accredited Wealth Management Advisor℠ (AWMA®))
- University of Scranton
Bachelor of Science (BS) (Political Science and Government)
- fi360 | Global Fiduciary Insights
(Accredited Investment Fiduciary® (AIF®))
Kyle Fitzpatrick's Skills
- Microsoft Office
- Financial Modeling
- Business Development
- Public Speaking
- Services
- Financial Analysis
- Sales
- Strategic Financial Planning
- Wealth
- Financial Advisory
Kyle Fitzpatrick's Summary
Kyle Fitzpatrick, based in King of Prussia, PA, US, is currently a Vice President, Financial Advisor, Truist Investment Services, Inc., Truist Wealth at Truist Wealth, bringing experience from previous roles at US Navy Reserve, 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 Microsoft Office, Financial Modeling, Business Development, Public Speaking, Services and more, Kyle Fitzpatrick contributes valuable insights to the industry. Kyle Fitzpatrick has 2 emails on RocketReach.
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