Kyle Geers Email & Phone Number
Associate Director - Wealth Advisory @ Principal Global Investors
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Kyle Geers Location
- Chicago, IL, US
Kyle Geers Work
- Associate Director - Wealth Advisory @ (February 2026 - Present)
- Senior CSM - Asset Managers @ (January 2019 - February 2026)
- Senior Customer Success Manager - Key Account RIAs @ (August 2016 - January 2020)
- Customer Success Manager - Independents and RIAs @ (May 2015 - August 2016)
- Associate @ (December 2014 - May 2015)
- Senior Consultant @ Northern Trust Hedge Fund Services (Formerly Citadel LLC) (June 2011 - December 2014)
- Futures Analyst @ MF Global (October 2010 - June 2011)
- Sales Assistant @ Crystal Capital Group (September 2010 - October 2010)
- Building Manager @ DePaul University Campus Recreation (January 2008 - September 2010)
- Research Associate Internship @ (April 2010 - June 2010)
Kyle Geers Education
- DePaul University
Bachelor of Science (Business Administation)
2006-2010 - Providence Catholic High School 2002-2006
Kyle Geers Skills
- Account Management
- Affirmations
- Alternative Investments
- Bloomberg
- Bonds
- Client Services
- Confirmation
- Customer Service
- Derivatives
- Electronic Trading
- Equities
- Equity Derivatives
- Euroclear
- Event Processing
- Finance
- Financial Analysis
- Financial Markets
- Financial Modeling
- Fixed Income
- Fund Administration
- Futures
- GMI
- Hedge Funds
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Options
- Relationship Management
- Risk Management
- Sales
- Securities
- Settlement
- Superior Client Service
- Trading
- Trading Operations
- Trading Systems
- Fund Services
- Solutions
- Recreation
- Research
- Services
Kyle Geers Summary
- Kyle Geers, based in Chicago, IL, US, is currently a Associate Director - Wealth Advisory at Principal Asset Management. Kyle Geers brings experience from previous roles at YCharts and Guggenheim Partners. Kyle Geers holds a 2006 - 2010 Bachelor of Science in Business Administation @ DePaul University. With a robust skill set that includes Account Management, Affirmations, Alternative Investments, Bloomberg, Bonds and more. Kyle Geers has 2 emails and 2 mobile phone numbers on RocketReach.
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