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Kyle George Location
Madison, WI, US
Kyle George Work
2025 -now Vice President and Relationship Manager @
2020 -2025 SVP | Wealth Advisor @
2019 -2022 AVP | LPL Financial Advisor @
2016 -2019 Vice President - Investments | Financial Advisor @
2014 -2016 Assistant Vice President | Senior Premier Banker @
2013 -2014 Senior Personal Banker @
2012 -2013 Personal Banker @
2011 -2012 Assistant Store Manager @
2011 -2011 Financial Representative @
Kyle George Education
Augustana College
Bachelor of Arts - BA (Economics, Philosophy)
2007-2011
Kyle George Skills
Financial Analysis
Retirement Planning
Investments
Income Protection
Merchandising
Fixed Annuities
Project Planning
Budgets
Strategic Financial Planning
Store Management
Customer Service
Customer Satisfaction
Training
Relationship Management
Consumer Lending
Financial Planning
Annuities
Planning
Budgeting
Retail Management
Operations
Employee Hiring
Management
Finance
Recruiting
Sales
Banking
Kyle George Summary
Kyle George, based in Madison, WI, US, is currently a Vice President and Relationship Manager at Lake Ridge Bank. Kyle George brings experience from previous roles at Johnson Financial Group and BMO Financial Group. Kyle George holds a 2007 - 2011 Bachelor of Arts - BA in Economics, Philosophy @ Augustana College. With a robust skill set that includes Financial Analysis, Retirement Planning, Investments, Income Protection, Merchandising and more. Kyle George has 2 emails on RocketReach.
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