2019 -2019 Institutional Investor Relations and Program Manager @
2018 -2018 Registered Client Associate @
2015 -2018 Financial Advisor @
2014 -2015 Assistant Analyst @
2013 -2014 Business Development @ Y-Jet, Inc.
Kyle Grimes Education
University of Miami
Bachelor's Degree (Exercise Physiology)
2009-2013
Christian Brothers Academy
High School (College/University Preparatory and Advanced )
2005-2009
Kyle Grimes Skills
Retirement Planning
Company Retirement Benefits
Leadership
Financial Advisory
Customer Relationship Management Crm
Sales Process
PowerPoint
Social Media
Public Speaking
Client Relations
Qualifying Prospects
Account Management
Sales
Cold Calling
Financial Planning
Wealth Management Services
Personal Banking
Customer Retention
Networking
Microsoft PowerPoint
Digital Media
Customer Satisfaction
Business Development
Strategic Prospecting
Institutional Investments
Lead Generation
Series 66
Strategic Planning
Fitness
Advertising
SEO
Wealth Management
Client Education
Facebook
Microsoft Office
Microsoft Word
Sales and Marketing
Marketing
Microsoft Excel
Asset Management
Social Networking
Microsoft Outlook
Customer Service
Onboarding
Social Media Marketing
Client Prospecting
Customer Acquisition
Customer Engagement
Public Relations
Research
Private Banking
Retail Banking
Sales Prospecting
Series 7
Investment Management
Customer Relationship Management
Kyle Grimes Summary
Kyle Grimes, based in New York, NY, US, is currently a Regional Director at GQG Partners. Kyle Grimes brings experience from previous roles at GQG Partners, Markets Group and Merrill Lynch. Kyle Grimes holds a 2009 - 2013 Bachelor's Degree in Exercise Physiology @ University of Miami. With a robust skill set that includes Retirement Planning, Company Retirement Benefits, Leadership, Financial Advisory, Customer Relationship Management Crm and more. Kyle Grimes has 2 emails and 1 mobile phone numbers on RocketReach.
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