Kyle Hiatt Email & Phone Number
Vice President, Director @ Sequent Planning
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Kyle Hiatt Location
- Omaha, NE, US
Kyle Hiatt Work
- Vice President, Director @ (July 2025 - Present)
- Vice President, Director @ (July 2025 - Present)
- Vice President, Director @ (July 2025 - Present)
- Head of Sales Consulting @ (November 2023 - March 2025)
- Executive Vice President, CRO @ (January 2013 - September 2023)
- Vice President Business Development @ (January 2009 - January 2013)
- Key Accounts Manager and Sales Consultant @ (January 2008 - January 2009)
- Vice President Operations @ (January 1997 - January 2008)
Kyle Hiatt Education
- Bellevue University
MBA (Finance)
2005-2008 - Creighton University
BSBA (Finance)
1993-1997
Kyle Hiatt Skills
- CRM & Sales Automation
- 401k
- Advisory fee billing
- Alternative Investments
- Asset Management
- Asset Managment
- Business Analysis
- Business Development
- CRM
- Customer Relationship Management (CRM)
- ETFs
- Executive Management
- FinTech
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Go-to-Market Execution
- High-Performing Team Leadership
- Investment Advisory
- Investments
- Management
- Mergers & Acquisitions (M&A) Integration
- Mutual Funds
- Operations Management
- Outsourcing
- Performance Reporting
- Portfolio Management
- Revenue Operations
- Sales & Revenue Strategy
- Sales Management
- Securities
- Series 63
- Strategic Financial Planning
- Trading
- Wealth Management
- Civil Litigation
- Commercial Litigation
- Account Management
- Customer Relationship Management Crm
- Customer Relationship Management
Kyle Hiatt Summary
- Kyle Hiatt, based in Omaha, NE, US, is currently a Vice President, Director at Sequent Planning. Kyle Hiatt brings experience from previous roles at Alliant Insurance Services, Senior Market Sales, Intention.ly and Orion. Kyle Hiatt holds a 2005 - 2008 MBA in Finance @ Bellevue University. With a robust skill set that includes CRM & Sales Automation, 401k, Advisory fee billing, Alternative Investments, Asset Management and more. Kyle Hiatt has 4 emails and 1 mobile phone numbers on RocketReach.
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