Kyle Kennedy Email
Director of Wealth Management @ Cunningham & Associates CPA's, Inc.
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Kyle Kennedy Location
- United States
Kyle Kennedy Work
- Director of Wealth Management @ (January 2022 - Present)
- Director @ (January 2022 - Present)
- Managing Director @ (June 2017 - January 2022)
- Director @ Kylemore Estate Management Company (August 2017 - Present)
- Financial Planner @ (October 2017 - July 2021)
- Participant, Breakthrough Innovation Programme @ (September 2020 - December 2020)
- Participant, New Frontiers Entrepreneur Development Program @ (August 2019 - September 2019)
- Associate Financial Planner @ (July 2016 - June 2017)
- Academic Tutor @ (February 2016 - May 2016)
- Tax Planning Intern @ (May 2015 - June 2015)
- Finance Intern @ (May 2013 - July 2013)
Kyle Kennedy Education
- Winthrop University
Bachelor of Science (B.S.) (Major: Business Administration concentration in Finance, Financial Planning. Minor: Spanish.)
2012-2016 - Colaiste Eanna C.B.S 2009-2012
Kyle Kennedy Skills
- Access
- Business
- Business Development
- Business Relationship Management
- Communication
- Communication Skills
- Corporate Finance
- Customer Service
- Financial Advisory
- Financial Analysis
- Financial Planning
- Financial Reporting
- Interpersonal Skills
- Investment Management
- Investments
- Leadership
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Microsoft Word
- Oracle
- Personal Finance
- PowerPoint
- Public Speaking
- Relationship Building
- Retirement Planning
- Sales
- Time Management
Kyle Kennedy Summary
- Kyle Kennedy, based in United States, is currently a Director of Wealth Management at Cunningham & Associates CPA's, Inc.. Kyle Kennedy brings experience from previous roles at Kylemore Karting, Kylemore Estate Management Company and The Pension Store. Kyle Kennedy holds a 2012 - 2016 Bachelor of Science (B.S.) in Major: Business Administration concentration in Finance, Financial Planning. Minor: Spanish. @ Winthrop University. With a robust skill set that includes Access, Business, Business Development, Business Relationship Management, Communication and more. Kyle Kennedy has 2 emails on RocketReach.
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Top Cunningham & Associates CPA's, Inc. Employees
Jennifer Erbs
Tax Manager
Cleveland, OH, US
Courtney Moore
Office Administrator
Norwalk, OH, US
Nina Ovnic
Senior Assurance Associate
Aurora, OH, US
Alex Arnott
Staff Accountant
United States
Glenn Cunningham
President
Mount Pleasant, SC, US
Susette Even
Chief Financial Officer
Solon, OH, US
Sonali Asati
Tax Manager
Mooresville, NC, US
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James Smith
Senior Associate
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