Kyle Lottman Email & Phone Number
Wealth Management Advisor @ Elevate Capital Advisors
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Kyle Lottman Location
- Minneapolis, Minnesota, United States
Kyle Lottman Work
- 2020 -now Wealth Management Advisor @
- 2019 -2020 Financial Advisor @
- 2018 -2019 Senior Analyst @ Efp Capital Solutions
- 2017 -2018 Financial Risk Oversight, Interest Rate Risk @
- 2014 -2017 Assistant Vice President - Fis @
- 2013 -2014 Research Analyst - Medical Technology @
Kyle Lottman Education
- Colorado State University
Masters (Accounting)
- Colorado State University
Bachelors (Management, Finance)
Kyle Lottman Skills
- Auditing
- Portfolio Management
- Financial Modeling
- Financial Reporting
- Due Diligence
- Banking
- Risk Management
- Investments
- Trading
- Internal Audit
- Credit
- Accounting
- Internal Controls
- Finance
- Services
- Financial Analysis
- Financial Services
- Valuation
- Sales
- Financial Accounting
Kyle Lottman Summary
- Kyle Lottman, based in Minneapolis, Minnesota, United States, is currently a Wealth Management Advisor at Elevate Capital Advisors. Kyle Lottman brings experience from previous roles at Focus Financial, Efp Capital Solutions, u.s. Bank and Piper Jaffray. Kyle Lottman holds a Masters in Accounting @ Colorado State University. With a robust skill set that includes Auditing, Portfolio Management, Financial Modeling, Financial Reporting, Due Diligence and more. Kyle Lottman has 1 emails and 1 mobile phone numbers on RocketReach.
Looking for a different Kyle Lottman?
Find contact details for 700 million professionals.
Others Named Kyle Lottman
Kyle Lottman
Wealth Management Advisor
Minneapolis, Minnesota, United States
Kyle Lottman
Director of Finance and Controller
Columbus, OH, US
Top Elevate Capital Advisors Employees
Kyle Lottman
Wealth Management Advisor
Minneapolis, Minnesota, United States
Olivia Boomhower
VP of Operations and Chief of Staff
Redmond, OR, US
Thomas Damon
Investment Operations Specialist
New York, NY, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co