Kyle Odell Email & Phone Number
Senior Vice President, Investments @ B. Riley Wealth Management
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Kyle Odell Location
- New York, NY, US
Kyle Odell Work
- Senior Vice President, Investments @ (August 2024 - Present)
- Vice President, Financial Consultant @ (May 2019 - August 2024)
- Financial Consultant @ (August 2016 - May 2019)
- Investment Consultant @ (June 2015 - August 2016)
- Regional Investment Consultant (Internal Wholesaler) @ (April 2014 - June 2015)
- Inside Sales Representative @ (July 2013 - April 2014)
- Financial Advisor @ (October 2010 - July 2013)
- Team Leader @ (August 2010 - February 2011)
Kyle Odell Education
- Western Connecticut State University
Bachelor of Business Administration (BBA) (Business Administration and Management, General)
2006-2010 - Western Connecticut State University
Kyle Odell Skills
- Asset Allocation
- Consultative Selling
- Customer Service
- Finance
- Financial Advisory
- Financial Planning
- Financial Services
- Investments
- Mentorship & Leadership
- Mutual Funds
- Portfolio Management
- Relationship Management
- Retirement
- Retirement Planning
- Sales
- Sales Process
- Series 24
- Series 63
- Series 7
- Wealth Management
Kyle Odell Summary
- Kyle Odell, based in New York, NY, US, is currently a Senior Vice President, Investments at B. Riley Wealth Management. Kyle Odell brings experience from previous roles at Fidelity Investments. Kyle Odell holds a 2006 - 2010 Bachelor of Business Administration (BBA) in Business Administration and Management, General @ Western Connecticut State University. With a robust skill set that includes Asset Allocation, Consultative Selling, Customer Service, Finance, Financial Advisory and more. Kyle Odell has 1 emails and 1 mobile phone numbers on RocketReach.
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