Kyle Griffith Email & Phone Number
Wealth Manager @ Creative Planning
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Kyle Griffith Location
- Chicago, IL, US
Kyle Griffith Work
- Wealth Manager @ (October 2022 - Present)
- Financial Advisor @ (April 2020 - October 2022)
- Associate Advisor @ (October 2018 - April 2020)
- Financial Advisory Intern @ (January 2018 - September 2018)
- Server @ The University Club (October 2016 - December 2017)
- Wealth Management Intern @ Private Wealth Management Firm (May 2017 - August 2017)
- Treasurer @ Alpha Sigma Phi Fraternity - Kappa Chapter (November 2015 - November 2016)
- Secretary, Social Media Director @ Alpha Sigma Phi Fraternity - Kappa Chapter (November 2014 - November 2015)
- Host, Busboy @ (January 2014 - August 2015)
Kyle Griffith Education
- University of Wisconsin-Madison
Bachelor of Business Administration (BBA) (Finance, Investment and Banking)
2014-2018
Kyle Griffith Skills
- Customer Service
- Finance
- Financial Planning
- Investments
- Leadership
- Microsoft Office
- Microsoft Word
- Organizational Leadership
- Retirement Planning
- Social Learning
- Social Media
- Social Media Marketing
- Social Networking
- Team Leadership
- Time Management
- Valuation
- Wealth Management
Kyle Griffith Summary
- Kyle Griffith, based in Chicago, IL, US, is currently a Wealth Manager at Creative Planning. Kyle Griffith brings experience from previous roles at Wipfli Financial Advisors and The University Club. Kyle Griffith holds a 2014 - 2018 Bachelor of Business Administration (BBA) in Finance, Investment and Banking @ University of Wisconsin-Madison. With a robust skill set that includes Customer Service, Finance, Financial Planning, Investments, Leadership and more. Kyle Griffith has 1 emails and 1 mobile phone numbers on RocketReach.
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