Kyle Freda Email & Phone Number
Managing Director, External Wholesaler (Southeast Region) @ Peachtree Group
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Kyle Freda Location
- Fort Lauderdale, FL, US
Kyle Freda Work
- 2023 -now Managing Director, External Wholesaler (Southeast Region) @
- 2019 -2023 Vice President, External Wholesaler, South Atlantic (GA,SC,NC,KY) @
- 2015 -2019 Internal Mutual Fund Wholesaler @
- 2009 -2015 Senior Financial Advisor, PIA Program Portfolio Advisor @
- 2004 -2009 Financial Advisor @
Kyle Freda Education
- Lehigh University
Master of Business Administration - MBA (Finance)
2019-2024 - Fairleigh Dickinson University
Financial Planning Certificate Program
2007-2008 - Muhlenberg College
Bachelors (Major Business Administration (Finance), Minor Political Science (International Affairs))
2000-2004 - Lenape valley
High school diploma (High School/Secondary Diplomas and Certificates)
1996-2000
Kyle Freda Skills
- Estate Planning
- Financial Advisory
- Fixed Income
- Insurance
- Retirement Planning
- Wealth Management Services
- Portfolio Management
- IRAs
- Investments
- Finance
- Investment Advisory
- Wealth Management
- Life Insurance
- Mutual Funds
- Investment Strategies
- Asset Management
- Wealth
- Management
- Retirement
- Analysis
- Series 7
- Investment Management
- Consultative Selling
- Public Speaking
- Salesforce
- Sales
- Cold Calling
- Networking
- Capital Markets
- Cross Selling
- Business Development
- Sales Management
- Equities
- Territory Management
- Microsoft Office
- New Territory Development
- Marketing
- Separately Managed Accounts
- Microsoft Outlook
- ETFs
- Etf
- Securities
Kyle Freda Summary
- Kyle Freda, based in Fort Lauderdale, FL, US, is currently a Managing Director, External Wholesaler (Southeast Region) at Peachtree Group. Kyle Freda brings experience from previous roles at CION Investments, PGIM Investments, Merrill Lynch and Morgan Stanley. Kyle Freda holds a 2019 - 2024 Master of Business Administration - MBA in Finance @ Lehigh University. With a robust skill set that includes Estate Planning, Financial Advisory, Fixed Income, Insurance, Retirement Planning and more. Kyle Freda has 3 emails and 1 mobile phone numbers on RocketReach.
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