Kyle Patterson Email & Phone Number
Vice President, Annuities, Insurance and Tax Preparation Services @ Revisor Group
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Kyle Patterson Location
- Cleveland, OH, US
Kyle Patterson Work
- 2024 -now Vice President, Annuities, Insurance and Tax Preparation Services @
- 2022 -2024 Vice President, Sales and Business Development @
- 2021 -2021 Sales Associate @
- 2019 -2021 Investment Analyst @
- 2019 -now Financial Planner @ Revisor Wealth Management
- 2019 -now Financial Planner @ LRJ Wealth Management, LLC
- 2017 -2019 Equity Research Associate @
Kyle Patterson Education
- Baldwin Wallace University
Master of Business Administration (M.B.A.) (Management)
2016-2017 - Baldwin Wallace University
Bachelor’s Degree (Business Administration & Criminal Justice)
2011-2016
Kyle Patterson Skills
- Leadership
- Life Insurance
- Public Speaking
- Retirement Planning
- Strategic Financial Planning
- Disability Insurance
- Fixed Annuities
- Insurance
- Financial Planning
- Retirement
- Event Planning
- Financial Analysis
- Employee Benefits
- Licensed Life & Health Insurance Agent
- Term Life Insurance
- Market Research
- Financial Modeling
- Equity Research
- PowerPoint
- Tennis Coach
- Wealth Accumulation
- Long Term Care Insurance
- Investment Research
Kyle Patterson Summary
- Kyle Patterson, based in Cleveland, OH, US, is currently a Vice President, Annuities, Insurance and Tax Preparation Services at REVISOR. Kyle Patterson brings experience from previous roles at Revisor Group, REVISOR | Wealth Management Partners and Revisor Wealth Management. Kyle Patterson holds a 2016 - 2017 Master of Business Administration (M.B.A.) in Management @ Baldwin Wallace University. With a robust skill set that includes Leadership, Life Insurance, Public Speaking, Retirement Planning, Strategic Financial Planning and more. Kyle Patterson has 2 emails and 1 mobile phone numbers on RocketReach.
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