Kyle McGrath Email & Phone Number
Wealth Advisor @ Riverpoint Wealth Management
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Kyle McGrath Location
- Chicago, IL, US
Kyle McGrath Work
- 2026 -now Wealth Advisor @
- 2022 -2025 Manager @
- 2025 -2026 Vice President @
- 2019 -2022 Senior Associate @
- 2018 -2019 Associate @
- 2016 -2018 Regional Consultant @
Kyle McGrath Education
- Northwestern University - Kellogg School of Management
Master of Business Administration - MBA Candidate
2024-2026 - University of Iowa - Henry B. Tippie College of Business 2012-2016
Kyle McGrath Skills
- Leadership
- Microsoft Office
- Teamwork
- Data Analysis
- Strategic Financial Planning
- Microsoft Word
- PowerPoint
- Microsoft Excel
- Time Management
- Finance
- Critical Thinking
- Customer Service
- Fundraising
- Financial Analysis
- Financial Services
- Mutual Funds
- Financial Accounting
- Marketing
- Account Management
- Business Development
- Salesforce.com
- Sales
- Direct Sales
- Sales Process
- Lead Generation
- New Business Development
- Strategic Planning
- Cold Calling
- Sales Presentations
- Process Improvement
- Marketing Strategy
- Event Planning
- CRM
- Contract Negotiation
- Market Research
- Sales Operations
Kyle McGrath Summary
- Kyle McGrath, based in Chicago, IL, US, is currently a Wealth Advisor at Riverpoint Wealth Management. Kyle McGrath brings experience from previous roles at Focus Partners Wealth and Focus Financial Partners. Kyle McGrath holds a 2024 - 2026 Master of Business Administration - MBA Candidate @ Northwestern University - Kellogg School of Management. With a robust skill set that includes Leadership, Microsoft Office, Teamwork, Data Analysis, Strategic Financial Planning and more. Kyle McGrath has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Riverpoint Wealth Management Employees
Tim McGrath
Founding Partner
Chicago, IL, US
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