Kyle Phelps Email & Phone Number
Vice President, Financial Consultant @ Fidelity Investments
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Kyle Phelps Location
- Southlake, TX, US
Kyle Phelps Work
- 2024 -now Vice President, Financial Consultant @
- 2021 -2024 Financial Consultant @
- 2021 -2021 Investment Consultant @
- 2019 -2021 Relationship Manager @
- 2019 -2019 Central Relationship Manager @
- 2018 -2019 Investment Solutions Representative @
- 2016 -2018 Financial Representative @
Kyle Phelps Education
- Louisiana Tech University
Bachelor of Science (BS) (Finance)
2012-2016
Kyle Phelps Skills
- Leadership
- Team Building
- PowerPoint
- Social Media
- Public Speaking
- Accounting
- Sales
- Microsoft PowerPoint
- Event Planning
- Data Analysis
- Troubleshooting
- Customer Satisfaction
- Communication
- Team Management
- Finance
- Process Improvement
- Team Leadership
- Microsoft Office
- Microsoft Word
- Microsoft Excel
- Training
- Critical Thinking
- Time Management
- Customer Service
- Management
- Teamwork
- Research
- Inventory Management
Kyle Phelps Summary
- Kyle Phelps, based in Southlake, TX, US, is currently a Vice President, Financial Consultant at Fidelity Investments. Kyle Phelps brings experience from previous roles at Fidelity Investments. Kyle Phelps holds a 2012 - 2016 Bachelor of Science (BS) in Finance @ Louisiana Tech University. With a robust skill set that includes Leadership, Team Building, PowerPoint, Social Media, Public Speaking and more. Kyle Phelps has 1 emails and 2 mobile phone numbers on RocketReach.
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