Kyle Morgan Email & Phone Number
Director of Private Client Solutions and Senior Vice President @ CNB Bank
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Kyle Morgan Location
- Buffalo, NY, US
Kyle Morgan Work
- Director of Private Client Solutions and Senior Vice President @ (June 2026 - Present)
- Key Private Bank Market Leader and Senior Vice President @ Key Private Bank (June 2024 - May 2026)
- Senior Relationship Manager and Senior Vice President @ Key Private Bank (June 2022 - July 2024)
- Vice President and Relationship Manager Key Private Bank @ (June 2018 - June 2022)
- Vice President Wealth Management and Trust and Global Capital Markets @ (December 2003 - November 2017)
Kyle Morgan Education
- Penn State University
Bachelor of Arts (B.A.) (Economics and Political Science)
1998-2002
Kyle Morgan Skills
- Relationship Building
- Statistics
- Corporate Finance
- Wealth Management
- Investments
- Asset Management
- Series 7
- Equities
- Fixed Income
- Alternative Investments
- Securities
- Asset Allocation
- Hedge Funds
- Portfolio Management
- Series 63
- Bloomberg
- Trust Services
- Aviation
- Family Office
- Family Wealth Management
- Investment Management
- Private Wealth Management
Kyle Morgan Summary
- Kyle Morgan, based in Buffalo, NY, US, is currently a Director of Private Client Solutions and Senior Vice President at CNB Bank. Kyle Morgan brings experience from previous roles at Key Private Bank, KeyBank and Federated Investors. Kyle Morgan holds a 1998 - 2002 Bachelor of Arts (B.A.) in Economics and Political Science @ Penn State University. With a robust skill set that includes Relationship Building, Statistics, Corporate Finance, Wealth Management, Investments and more. Kyle Morgan has 2 emails and 1 mobile phone numbers on RocketReach.
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